Brandon McBee

versus actually delivering that into billable GPU hours.

And that gap of execution is what has driven down our cost of capital so aggressively.

That gap is where our business sits and why it has been so successful.

I mean, that's the secret sauce is our ability to take these data center deployments and these customer relationships and

deliver billable GPU hours into them.

It's a critical aspect of it, right?

As I said earlier, too, like this was a key criticism of us coming into our IPO last year, right, where we had that customer concentration.

in our revenue.

And we have made enormous progress there.

And I think the best way to think about it is we could take all of our unallocated capacity.

And I say that very specific.

It's not unsold capacity, implying that there's no demand for it.

It's unallocated.

There's intense demand for it.

We're figuring out

where it should go.

And that customer piece of it, I think honestly, like we could allocate all that capacity to like single name clients, right?

Like there is a pretty significant number of single name clients we can go allocated out into.

But I don't think that is the business we are supposed to be building here.

I think the business we are supposed to be building is a diversified cloud that is supporting the leading AI consumers and producers on the planet.