Microsoft's own statement literally says "this decision relates to a single si… · @carrioresearch · TwKit

@carrioresearch

Microsoft's own statement literally says "this decision relates to a single site" 😂 A few things point the same way: 1. Microsoft still needs the toilet paper. Azure capex on the 28th should show where this order went. 2. Looks like the plug is the scarce part of this story. Anyone with live power for 2027 just picked up a bit more pricing power. 3. Nscale was already talking to Bloom about fuel cells for Loughton back in July. If UK grid queues really run into the 2030s, onsite power might be the toilet paper that sells out first. 4. The Nebius 6-K has a clause for exactly this: miss a delivery date with no alternative capacity and Microsoft can walk. That line matters in every neocloud contract now 👀 5. So yes, bullish for whoever has energized megawatts on Microsoft's timeline. The real test is who delivers their 2026 tranches on time. Would love to see who signs the replacement deal first $MSFT $BE $NBIS

曝光 800 · 评论 0 · 点赞 7 · 书签 2