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Can you explain how the $15 billion capacity option works?
Can you help us bridge to not only the 800 megawatts to 1 gigawatt of connected power guidance, but now to the 3 gigawatts of contracted power guidance by year end
How should we think about your progress against the $7,000,000,000 to $9,000,000,000 of ARR guide? And are you really dependent on the large hyperscalers to get to that range?
Can you tell us more about the new Meta deal? Why did they choose you, and how should we model the deal?
How should we think about the lead time between when power is connected to and when it is hooked up to GPUs and generating revenue?
if we're getting to 1 gigawatt of contracted power by the end of '26, how should we think about revenue for next year?