---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000835632.md"
description: "Bret already contracted $6B in new compute over the past few weeks. Should reach $100B by the end of this year. The run rate at the end of June was $10.4B. My take: the Cloud business taking off. Stock still down 6% in after hours, almost unchanged on Brets comment. I would have expected it to be moving higher on that datapoint.Source: Gene Munster"
datetime: "2026-08-04T22:56:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000835632.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000835632.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000835632.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Bret already contracted $6B in new compute over th…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**