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do you think that increases the long-term opportunity set to reprice contracts?
what are you seeing there? Are you seeing a pickup in that kind of activity?
Is it feasible for you to bring gas to that site to expedite the delivery of additional buildings?
I was wondering if you could give us an update there, specifically around availability of power
Could you just give us a reminder in terms of Teraco, if there's an option for the remaining stake
where do you see development yields? And as part of that spot market pricing for hyperscale data center deals going
how would you rank order the contributions to the bookings from the cabinets that you have coming online in capacity-constrained markets
I'm just wondering if there's kind of any direction you could give us in terms of what your leading is for that campus for retail versus xScale
if you're going to be warehousing of this equipment that actually kind of smooths the CapEx curve potentially to the end of driving better growth
is there any color you could give us in terms of the pre-leasing that you've done into those 9,000 cabinets that are coming online in the fourth quarter
Are there any recent order wins you'd like to highlight there specifically? And then what types of customers are you seeing the most order activity with right now between GPUs, custom ASICs, hypers...
could you just give us an update on the utilization of your existing production capacity
could you help us understand from when you make the decision to expand capacity
as you think about the evolution of what goes into the data center, i.e., increasingly looking at taking a medium voltage directly to the rack