Scott Guthrie

These are master pipe cutters.

These are really good jobs with our really skilled workers.

And, you know, a big thing we focus a lot on is safety.

Because, you know, unlike some jobs, like, you know, you've got to worry about going home at the end of the day.

So, like, people really, workers really appreciate if you're going to take care of them and you treat safety like the most important thing because it's their lives that depend on it.

And then, you know, things like whether it's benefits, whether it's like, you know, just, you know, we have big food tents.

How do you have good food?

How do you actually take care of your people?

And, you know, that ultimately, I think, really helps ensure that I think in the communities that we operate, the communities really love that we're there because we're creating good jobs and we're taking care of the people.

And, you know, that hopefully means it's a long-term partnership.

that is a win-win for everyone.

It's a win for them, win for us, but more importantly, it's a win for all the customers that can now take advantage of cheap, reliable, highly capable AI.

I do think you're going to continue to see a pretty large build-out.

Will the pace kind of fluctuate depending on, you know, there'll be times where there's even more demand than there is supply, and there'll be times probably when supply starts to catch up with demand.

But I do believe that as we use, as a society, AI more, you know, at the end of the day, you're going to need more data centers, you're going to need more networks, and you're going to need more

ultimately GPUs, to kind of power all of that.

And I think back, we were talking about early days of my career when the internet was just emerging, and I think sometime that year I mentioned I was an intern, it was when JavaScript came to the browser, just to date myself.

It was amazing.

But I think back then, if you tried to fast forward and imagine, okay, what would the future be like even 10 years later?

It wasn't quite 10 years later, but it was maybe 12 years later was when the iPhone emerged.