Michael Intrator

Oh, so look, I think it's important to understand that every single part of this ecosystem is dependent upon other parts of the ecosystem.

Nobody controls the entire supply chain.

And that's just the nature of doing business at this scale on projects that are as complicated as this, whether it's, you know, you know,

the design and architecture of the chips, through the fabrication of the chips, through the building of the data center, through the concrete that has to go into the data center.

It's really hard to even contemplate a world in which you have true control over every aspect of it.

And so you're going to work with partners, and you're going to work with good partners that are able to help you drive your business forward.

Yeah, look, they are a good partner, right?

Like we've been working with these guys since 2018.

There has been a stumble.

There's an issue.

The issue is going to be cleaned up rapidly.

But I wouldn't say that they're not a good partner.

I think that, you know, we've gone back and contracted with them again and again.

And, you know, they've contracted with us again and again because, you know, we do work well together.

It's just, you know, occasionally you hit a,

a bump in the road.

What we're talking about here is a contract that gets pushed back by one quarter, let's say.

And the impact of that on our revenue is a delay of revenue, not a loss of revenue.

And I think that is the definition of working with an ecosystem of good partners.

We don't speak to specific customers within the data centers.