I would say the diversification story is plain: no single customer exceeds 10% of net sales, a pattern held across several fiscal years, and the top ten sit at roughly 45%, up from about 44% and 37%. Google is the first named hyperscaler on a multi-year data-center contract, also under 10%. The spread — hyperscalers, colos, neoclouds, utilities — is the thesis. To put a finer point on it, manufacturing: Mexico ~27%, China ~17%, US ~16%, Singapore HQ <2%.