spcx reportedly signed another mega compute deal a week ago, $13B ARR per CFO
rwang07 · x · 2026-09-11
Per @lokoyacap relaying comments from a CFO at a Goldman Sachs event, spcx signed another mega compute deal about a week ago, reaching $13B in ARR — and the news went largely unreported. Secondhand claim, no primary documentation attached.
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