Look, multicloud database revenue grew 404% year over year in the fourth quarter, on a base we call very early days. We deploy NVIDIA and AMD GPUs and merchant ARM CPUs rather than designing a captive accelerator, and compete on multicloud neutrality — running our database inside Azure, Google Cloud, and AWS, just to name a few — plus speed of capacity build. We delivered more than 1.2 gigawatts in fiscal 2026 and report 97.5% global GPU utilization. Our Dona Ana County site is designed around gigawatt-scale Bloom fuel cells. Full stop.
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