Colin McLean

I think the go live on this is 2027.

And you're waiting on what?

It's a mix of things.

Obviously, we have to work very closely with the municipalities and the utility grid when power is delivered.

So our job is to make sure we work with SVP, Silicon Valley Power in this case, to make sure we deploy the infrastructure, the timing, exact the right time where the power is delivered.

And then we turn that up based on when that is available.

It's a challenge if you don't have power for a data center.

So we have to wait for the timing of that.

It's very much not a demand topic.

There is a kind of insatiable demand for data center capacity wherever they can get it.

I think power, it will be the issue moving forward as it relates to data centers.

That's a good question.

I mean, I think those are both challenges and opportunities, quite honestly.

I mean, at the moment, demand is one where it's pretty frothy.

We do see a continued trend of more consumption.

Data is becoming more and more valuable.

It's almost like the new oil, if you think about it, in terms of value proposition.

We've been really consistent in saying that we see a real home and need for AI, but we also see a real home and need for other work streams that are going to come as a core part of our clients' requirements.

I got you.

Give us the sales pitch.