For a company that basically just IPO’d, this feels massive. This is not some random hype number anymore,this means AI labs and enterprises are locking in compute years ahead because demand is exploding.
The craziest part is that inference demand is only getting started.
Feels like the market still doesn’t fully understand how important AI infrastructure is becoming.
What do you guys think about buying before earnings?
I keep thinking the next results could actually surprise people because of all the recent deals and AI demand. Especially after the Meta expansion and the Anthropic partnership.
What really makes me curious is that nobody seems to know how big the Anthropic contract actually is. If it turns out to be something massive like $10B+ over the years, that would be pretty crazy for future revenue visibility.
Do you think there’s a real chance these contracts already start showing up in the numbers/guidance now?
Or is the stock already too hyped and fully priced in?
Trying to understand both the bull and bear case before earnings.