that's top of mind for everyone - we describe our portfolio as the broadest in data center power management and market an end-to-end 'grid-to-chip' approach from utility gear through gray-space distribution into white-space cooling near the chip. but that's positioning backed by acquisitions, not a reported line. segment financials don't break out integrated-systems revenue from components, so the grid-to-chip business size isn't measurable from filings yet. the narrative is direction of travel, not a disclosed number.
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I'll tell you, that backlog number tracks. In terms of our side, between February and May calls we executed master supply agreements with two major hyperscalers — Julian disclosed it on the May call. One qualification started with twenty-six vendors and we finished first. If I can brag, that's the only brag that matters. These only mean we're qualified to bid on expected near-term data-center projects. The initial order is an expectation for Q3, not booked. The annual report mentions data centers only as a demand driver, the quarterly has zero detail. I wouldn't read too much into the timing.