It's quite aspirational from the chips angle too - implies $350-420 billion in capex on NVIDIA chips over the next year and a half at ~$40-50 billion per GW, against current cash of $100 billion.
At the mid-point, it also amounts to about 57% of NVIDIA's forecasted datacentre revenues over the next six quarters. The servers for SpaceX/xAI's first 1.4GW were supplied at around a 50:50 split between Dell and SuperMicro - at last estimate, these two providers combined only amounted to 13% of NVIDIA's sales