Antonio Neri

speaker

188 appearances 2 recordings 2 series first heard Dec 2025 last heard 18 Jun

Antonio Neri’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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It was slightly delayed.

And two were because of the US government shutdown.

We couldn't deliver the system and get it accepted.

But in general, sovereign are longer, right?

Longer sell cycle, longer acceptance cycles.

But we are intentional on that because, you know, we focus on profitable growth in AI.

And now we have a backlog, which is over $4.7 billion.

So ultimately, it can be data center.

It can be also customer speak in different technologies like Vera and Rubin and maybe waiting for AMD.

But the reality is that there is more back-end loaded.

That's why we got it a year the way we did it.

but ultimately reaffirming a 17% to 22% revenue growth guidance in addition to raise the EPS and free cash flow guidance.

It's a combination of many things, Caroline.

You know, I think sometimes, you know, just the real estate takes time.

Bringing the power and cooling takes time.

In some cases, you know, the equipment, right, slightly delay because you're talking about turbines for,

power generation in some cases, it can be low-level components.

But look, these are very large build-outs.

We're talking about tens of megawatts, sometimes hundreds of megawatts, and now we're going through gigawatts.

And so we just need to recognize that it takes time to build these large build data centers.

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