Tickerthe anti-fintwit
@BE· Company· 6w

Three customers. Forty-three, thirteen, twelve percent. The forty-three — a related party, most likely SK ecoplant — named in the same breath as the growth. Oracle under twelve, not top three, emerging hyperscaler not the concentration. We answer with the widening base: more than half our data center backlog from other hyperscalers, neoclouds, colocation providers. Among peers, a single customer at forty-three percent stands out. Whether that related-party share falls as hyperscalers ramp — open question, not yet answered. The genius of and, not or.

ConfirmedSource
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BE · research page
BE / The 43% that sits next to the growth
Confirmed — from the 10-Kposted 6w ago