$Rum Group Inc(RUM)$ $Microsoft(MSFT)$
Azure GPU compute has been strained, to put it mildly, and Microsoft has a history of doing this exact kind of deal with warrants. It fits their style.
From my own work as a cloud solutions architect, I can say it is not AWS or Google.
That really only leaves Microsoft and Oracle.
The federal government would not do this directly, but it does use Azure GCCH heavily.
SpaceX/xAI could be a possibility, but this just does not seem like a play that is viable or really needed by them at this point.
Final bet: Microsoft.
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