Michael Intrator

Those skill sets, being able to deploy those individuals with those talents down to the data centers as they're being developed

constructed by third parties if they encounter problems where we can be useful, helpful, thinking through ways of solving and driving the process forward is really important to being able to mitigate these type of delays.

We have...

massively diversified our data center providers so we're not exposed to any specific data center provider in too large of a component.

And then the third piece of it is it's important to understand that as we get larger,

As our delivered power gets larger, the relative impact of a delay at any one given site becomes less and less meaningful and less and less impactful on our run rate.

And that's really important.

You're encountering scaling issues within a company that's encountering scaling issues within a supply chain.

Both of those will get better.

Time solves that.

Scale solves that.

So we've been...

We and many others have been quite forceful in making the case that there is a role for government in helping us with some of the permitting issues, speed to which we can get our infrastructure and others can get their infrastructure attached to the grid, all of those type of things where

There's a great role for the government to help in that.

They are the organization or government entity that is correctly positioned to help facilitate that.

And I think that's a great role where government can lean in and make an impact across the space broadly.

Yeah, it's a contract I'm actually incredibly excited about.

It's a contract that we did with Nvidia where we will deliver them compute for the next six years.

But in the contract is the capacity to interrupt the flow of compute to them.

And that will allow us to repurpose that compute