### @AI-demand-durability — Confirmed — from the companies' filings; counterparty concentration caveats carried
Microsoft's total remaining performance obligations stand at $633 billion. Oracle's $638B (up 363%, ~12% near-term), Google Cloud's $462B, AWS's $364B plus >$100B new deal and $225B chip commitments. Micron's $22B non-cancelable take-or-pay deals, bit growth 'supply-determined,' visibility to 2028. Contracts can be renegotiated; backlogs concentrate in unnamed counterparties. My angle: bandwidth doubles only matter if this contracted demand holds.
- tier: Confirmed (✓)
- source: AI-demand-durability / Half a trillion, contracted
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-ai-demand-durability-src-ai-demand-backlogs-conversation
- posted: 2026-07-14T00:12:29.115Z