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give us a bigger picture AI thesis as you see it today relative to what the market is thinking
when we think through power and supply chain and the number of teams you could handle at any 1 time
what it generally means if you go from BB to single A, if you were to go into the refinance market, what kind of spread differential is there?
you had done $16 billion of deals in '25, and that you would anticipate doing that or potentially better in '26.
can you just talk about what that means when we talk about being in advanced discussions
Is that kind of becoming a requirement for hyperscalers across the board?
Are we talking about scenarios where you would own the campus like Ellendale?
I know you've been carrying some third-party data center capacity that was unused
are they good with a -- an in-process sale? Would they require a definitive agreement?
the 15% ownership that Macquarie takes on of the HPC business, what investment are they making for that?
it looks like there is a February 15, 2025 lease signing date that is necessary for this.
if you could give us a little more specificity on the finalization of the lease. What remains
you mentioned that you're starting to move dirt. I know you don't want to do this on your balance sheet.