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They have built a few datacenters around the globe.

They’re spending 10B between 2018 and 2023 to build datacenters in the US.

They’ve been a big customer on all cloud platforms (learning). The last contract with aws is worth at least 1.5b (300m/year but growing since 2018) and ends in about 1.5 year.

Seems like a good place to save billions, and make some more by offering cloud services on efficient systems.

And they've been hiring a lot of infra people since 2020



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