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can you discuss the current pre-leasing pipeline and opportunity to extend that preleasing window going forward?
what might be the primary bottleneck to greater adoption of edge computing at this point in time?
I'm curious how you're thinking about expanding capacity at CoreSite versus reinvesting in retrofitting some of the current sites
I'm curious on the expected annual investment pace, maybe the typical payback period you might expect
do you expect it to be geared more towards retrofitting existing data centers for denser deployments
open weight models are driving incremental private AI or enterprise inference deployments
I wanted to ask about the $140 million in pre-leasing activity. Just curious how tenant appetite is changing
curious if you have any updated views on the timing you have seen. And then secondly, this may be a follow-up to the last question
I actually just wanted to ask about the Walmart OpenAI partnership. Your view on it, the potential implications, especially in relation to Flywheel's business around sponsored listings on Amazon
I wanted to ask about the AI agents and where you expect to see, you know, the biggest immediate value adds
Just wanted to ask if you're able to provide, you know, the precision marketing growth x Flywheel
Curious if you could dive a little further into those, particularly with Google, Amazon, TikTok maybe what that means for Omni
Curious, if they're impacting client share, or growth rates at all? Or maybe these platforms are targeting SMBs
when you think about your OpEx levels, particularly this year, curious where you see the most opportunity to become more efficient.
with the increase in the discretionary CapEx guide, just curious how many total builds might now be expected this year