Wes Cummins

And so I know that industry really well.

So I'm accustomed to big cycles.

And so when the cycle, the downturn comes, the companies, their revenue goes down significantly and you wait for the next cycle up, which is historically what happens.

So our business model, on the other hand, when the downturn comes, if it comes eventually, what happens in our business?

Our revenue doesn't go down.

It could go to as low as flat growth, right?

We won't grow year over year, but you go flat and then you wait for the cycle to come up and then you start to grow revenue again.

So I love that business model for us.

And then we typically do maintenance and operations on the data center.

So we know how to operate.

We built it.

And then our customer, you know, sends the equipment, what's typically GPUs, networking, and then they'll have a few people on site because we typically don't go in the data halls.

They'll do smart hands and repairs and maintenance inside the data hall.

We just make sure the power's on and it's cool.

And that's really our job.

And we have to do that at five nines reliability.

So that lets us have downtime, like 23 seconds a month or something like that.

So, yeah.

So we build these super resilient, redundant facilities with backup power, multiple paths of power, backup cooling, all of these things because that equipment that goes inside is super expensive and it needs to run basically 100% of the time.

So that's our job.