Joe Osha

Are we just seeing maybe a temporary artifact there?

from a physical space of power or just a thermal standpoint, you're running into constraints

I'm still trying to understand the composition of this 3.5 gigawatts in South Carolina. Are you saying that we have for starters with perovskite part of that?

what conclusion we can draw about under-absorption of Malaysia and Vietnam next year

I'm wondering if you could help us perhaps size the colo opportunity

I'm wondering if you could talk a little bit about your diesel sourcing strategy

I'm a little curious, we hear a lot about single cycle going inside the fence alongside some of these big data centers

Is this materializing as a problem for any of your customers at all to the extent you're hearing about it?

I'm just wondering how are you seeing your mix evolve, and are you starting to see that same kind of, you know, frenzy and longer lead times on the single cycle side