@BlackPantherCap Management has said they only see 1 more hyperscaler contract. I’d expect to see a lot more small to medium sized contracts as they will be more margin accretive
@MathiasTheus@BlackPantherCap Very true - my comment is more based on the sheer level of capex required. Even with pre payments and other financing methods, it’s hard to see a world where they don’t require access to more capital. I’m still holding and will buy on any dips.