Michael Intrator

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.

That's not how we look at it.

But we really are working with the whole material part of the broader kind of...

ecosystem that consumes compute at this scale.

So, you know, there's a large project.

It's from a large counterpart.

And, you know, like I said, you know, they understand the impact of this delay and that they are shifting with us the contract back to ensure that the total contract value that was being contemplated is going to be captured at this facility.

Listen, that is the question that we work on across our company continuously, right?

And if you think about the messages that I was trying to communicate during the earnings call yesterday, I talked about the incredible...

impact of the effort that we've had to diversify our clients.

We started the year with 85% of our revenue to a single client, and we are coming out of the year with our backlog, which has reached all-time highs, where no

specific client is more than 35% of it, and that is down from 50% even last quarter.

So you're seeing tremendous progress on the contracting side.

On the supply side, when you're looking at the power shelves, the data center providers, there is no single provider of data centers that represents