Oracle $ORCL added $85B in booked future revenue in 90 days. Customers are prepaying for GPUs before the datacenters are even built.
Prepaid and customer-supplied hardware now totals $75B
Demand is so far ahead of supply that buyers are funding the seller.
@realDonaldTrump is a businessman first. He would never overpay for anything. His track record speaks for itself $intc. So I don’t expect him to put any money on big dogs. Saas is his next target; $pltr $now