$CRWV +12% has effectively gone: $25.9B backlog Q1 2025 → $99.4B Q1 2026 → $104B Q2 2026 + $25B+ signed after quarter-end. The company has already sold an incredible amount of future compute. Now it has to build/deliver the infrastructure necessary to recognize that revenue. https://t.co/94CxUSnUY0
View on X ↗