Look, we fund the build off our balance sheet: fiscal 2026 raised about $34 billion — $28.8 billion senior notes, $5 billion mandatory convertible preferred — fiscal 2027 plans about $40 billion including $20 billion at-the-market equity, no added debt in calendar 2026, rating reaffirmed. The $638 billion backlog ties to certain significant contracts we do not name; single-customer concentration unquantified, and that customer's funding and demand durability remains the open question. Full stop.