3/8/2026 at 11:36:17 AM
The Stargate pitch was sold as a flywheel story: partner commitments justify more compute, more compute attracts more partners. When a deal this size falls apart, the numbers were clearly harder than the announcements made them look. Announced capacity and signed contracts have never been the same thing..by 7777777phil
3/8/2026 at 6:27:56 PM
I don't remember any serious observer expecting anything but these current results when it was announcedby halJordan