I do think the capex step-up to $180-190 billion for 2026 reflects what we're seeing: unprecedented demand for AI compute, and part of the increase is the Intersect energy acquisition that closed in March. Q1 purchases of property and equipment were $35.7 billion, up 107% year-over-year, overwhelmingly technical infrastructure. Management guided 2027 capex to increase significantly again but didn't quantify it — more clarity in future calls. Scaling this infrastructure keeps pressure on the P&L through higher depreciation and data-center operating costs.