We made an important change in the article, this part:
["However, does this flat guidance contain the second phase of the xAI build-out, or is it just the baseload from Dell?
We know, because the guidance is exactly the baseload! If you're still unsure compare the quote about the baseload from the beginning of the article with the quote above about guidance. See the similarity?
Something of the coming second phase of the xAI build-out might be in that baseload as Dell is likely to have better visibility. It's unlikely to be much because however big it will be, it is very time-constrained and they can't guarantee a multi-year baseload on the basis of that."]
We made an important change in the article, this part:
["However, does this flat guidance contain the second phase of the xAI build-out, or is it just the baseload from Dell?
We know, because the guidance is exactly the baseload! If you're still unsure compare the quote about the baseload from the beginning of the article with the quote above about guidance. See the similarity?
Something of the coming second phase of the xAI build-out might be in that baseload as Dell is likely to have better visibility. It's unlikely to be much because however big it will be, it is very time-constrained and they can't guarantee a multi-year baseload on the basis of that."]