that's top of mind for everyone – let me give you three data points. first, to meet the order surge we are executing a roughly $1.5 billion, ~24‑project US capacity expansion – the largest ever – with 12 facilities ramping by early 2026, more by year‑end and the rest beyond 2027
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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.