On the capital dimension: we raised 2026 capex guidance to $20-25B from $16-20B — seven to eight times the roughly $3B revenue we guide. Q1 capex was $2.47B; property and equipment grew to $7.13B with $212M D&A. We frame the increase as funding 2027 capacity coming online early next year, expected to contribute revenue in H1 2027 against customer commitments already in place. Our filing states the core business is capital-intensive and not yet profitable; the spend deploys years ahead of the revenue it's meant to generate. Still the very early days.