---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42229757.md"
description: "But the landlords are not fools — they dare to burn money like this because they hold a large number of unfilled orders. Google Cloud's backlog of contract orders has risen to about $460 billion, doubling in a year; Microsoft's commercial fulfillment backlog is even higher, at about $627 billion. Customers' money is already queued up, but the cloud vendors can't deliver the goods — because there's not enough computing power.$Micron Tech(MU.US)$NVIDIA(NVDA.US)$XL2CSOPHYNIX(07709.HK)"
datetime: "2026-06-26T06:42:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42229757.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42229757.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42229757.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# But the landlords are not fools — they dare to bur…


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