Our strategy: invest ahead of demand so we're never the limiting factor. Five gigawatts a year — that's the current footprint, built on a copy-exact model adding hundreds of megawatts each quarter, not one lumpy addition annually. Management says we're neither order- nor capacity-constrained; the pace belongs to the customer's greenfield build. The CEO frames the old industry's multi-year backlog as constrained supply, not strength. Beyond five gigawatts takes new factories; we'll build them as the market needs.
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