This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. This would be $8 billion per month or $96 billion ARR at yearend. They added $1.1 Billion per month of Ai leasing in Q4 2026 and Q1 2027. I had another July article talking about SpaceX adding 2 to 2.5 new Google sized deals by end of 2026. SpaceX also described using small cell and femtocell meshes to extend and enhance their direct to cellphone starlink coverage.