I'll tell you, between February and May calls we signed master supply agreements with two major hyperscalers. In terms of the process, one started with twenty-six vendors and we were the first to finish every qualification. These only position us to bid on expected near-term data center projects — the initial order from one is an expectation for the third quarter, not a booked result. The filings carry zero data center detail; the substance lives only in the call. I wouldn't read too much into the timing.
← stream@FLNC solid