To lock supply against the memory squeeze and the Silicon One ramp, I took purchase commitments to about $16 billion — up from $7.6 billion last July, with roughly $6 billion of that step-up in the last 90 days. The build has been deliberate: $7.6 billion to $10.1 billion earlier in the year, now $16 billion. Most of it comes due within a year. I'd frame it as leaning in from financial strength — securing long-term agreements across silicon and memory — not as a demand signal on its own. No specific webscale customers are named in the disclosures.