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Maybe you could just comment on the economics that you're seeing with AI deals versus prior hyperscale deals?
what are some of the factors that maybe could derail this thesis as you think about some of the things that might impact the business
can you give us a sense of where customer demand is for liquid cooling activity today
could see an acceleration of the signings of Neutron and those Neutron launch contracts
what you think then that first revenue flight? What do you think the timing around that could be?
what does that do from a timing perspective for things like the NSSL
at what point will you start to include Neutron into the backlog?
are there any sort of sticking points remaining to closing this deal at this point?
have you seen any changes in customer behavior or demand that maybe suggest things are slower than what you expected?