Can someone who actually knows finance answer a question about the spate of "all hard drives that will be manufactured in 2026 are already sold to AI datacenters" articles, and those of similar genres: obviously there's a lot of price pressure on computer hardware right now, but when these articles say that this future supply is all "sold out", is this a hard paid-for commitment or is it a bunch of LOI / funny-money transactions that could be unwound when the bubble pops?