他現金雖然不少,但是還是虧空比較大的。Senior convertable note一定會用的。

本帖於 2025-11-11 14:37:49 時間, 由普通用戶 aloevera 編輯
回答: 應該繼續用ATM? 目前的cash 不少了,620Oaks2025-11-11 12:04:22

Capital efficient structure

$5.8bn GPU capex, including ancillaries :

• $1.9bn customer prepayment • $2.5bn estimated financing against GPUs and contract, at terms enhanced by Microsoft credit • $1.4bn other sources (e.g. cash in bank, operating cashflows, equity, convertible notes, corporate debt)

• Payments aligned with phased phased delivery through 2026

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