Look, the bet on being less cyclical — we call them New Business Models — five multi-year deals signed, three last quarter, two since. Quite frankly, backed by firm financial commitments, $511 million in customer advances as contract liabilities. I mean, no counterparty named in any filing. The hyperscale guess is obvious given data center growth, but that's inference, not fact. The idea: trade quarter-by-quarter price talks for committed volume over years. We'll see if durability holds through the next cycle.