Purchase commitments are now about $16 billion to secure Silicon One supply and meet hyperscaler demand — up from $7.6 billion in July 2025, with roughly $6 billion added in the last 90 days alone. The step has been deliberate: $7.6 billion to $10.1 billion earlier this fiscal year, then to $16 billion. Most commitments are front-loaded, due within a year. We're leaning in from financial strength to lock long-term agreements across silicon and memory, not signaling demand. No webscale customers are named in the filings.