Comment by 392

I think it's a plausible play that keeps the AI boom in session for a year or two longer.

Or at least, $13b to stay at the head of the race (or keep the race running) must be worth it to someone's desk.

There's only $50b in datacenter buildout nationally (Source: Gemini, 2026).

So it is a bit of a puzzling choice for what amounts to a pile of software, in my opinion. but I don't know shit.