Irvin Liu

can you just give us a sense on how you think your greater than 1 megawatt bookings will trend for the balance of the year?

any sense on the timing of when we should see this capacity become available for lease?

Can you help us understand the timetable or the time line needed for this developable capacity to become available for lease?

what sort of implications will this have on your financial model longer term?

Can you just talk about the drivers of pricing strength on some of your new leases?

do you think this $1 billion annual bookings rate is repeatable over any future 12-month period

given your exposure to the Middle East, I wanted to understand whether recent geopolitical cross currency in the region

Was this new initiative more of a response to higher memory cost? Or should we view this as kind of a broader cost savings program in nature

Can you help us understand whether AIPCs carry a higher ASP or margin profile versus non-AIPCs

the sequential or seasonal increase in EPS for Q4 is at, you know, 17¢ at the midpoint, and it's higher than what we've historically seen

with the upcoming change in administration and potential for tariffs, can you just talk about how you are positioned

As this mix expands, what sort of implications will this have for all - AI PCs have for ASPs and your PS margins

can you confirm whether or not this uptick is an acceleration relative to what you have seen historically in prior LMR product cycles

can you talk about your long-term potential as it relates to developing Silvus specific software and solutions

any color on budgets as it relates to AI spend would be helpful

are you able to pass through some of your higher costs on current backlog or would this more apply to new orders

is there any way to help us think about the direction of product gross margins beyond Q4 once you use up some of these strategic purchases