“So for us, when we look at the short term, we're going to rent some capacity for you know a few quarters. It allows us to bring customers in, bridge them over to when we have sufficient…”

“In fact, we have teams, 24/7, working to make sure that we can keep our infrastructure up for our customers in that region.”

“We're 'very confident' we'll start to see data center revenue in 2027”

“Obviously they've been able to ride the wave of at-scale data centers for AI computing. There are multiple participants who are trying to do it. They did the best in that. The question is,…”

“It’s really dangerous when you make yourself a subsidiary of your cloud provider”