One company has a $155 billion AI infrastructure backlog

And it's just one player in a massive supply chain

Hi there,

A major cloud provider is sitting on $155 billion in contracted future revenue for AI infrastructure—and that’s just one company in an ecosystem of dozens serving this buildout.

The demand isn’t coming from speculation or hype; it’s coming from enterprises moving AI from pilot programs to production deployment at scale.

When backlogs extend multiple years out and customers are paying deposits today for capacity delivered tomorrow, that’s the definition of a high-conviction trend. Access full story here.

-Christopher

P.S. The backlog represents years of guaranteed revenue growth, and every dollar of infrastructure spend ripples through the entire supply chain. You really need to read this before it’s too late.