Joe Ritchie

“So, Bill, I just wanted to follow up on that thread, right? The warrants are a pretty unique structure. I'm just curious, like, how did that even come about? And then also, I think you just mentioned that you're hoping that potentially some of the other hyperscalers will follow suit.”

“I wanted to ask about the PTS capacity expansion. So from what I remember from the IPO, you had at least like four locations where you had modular solutions. I guess, and then clearly had capacity for up to, you know, $5 billion of revenue.”

“So you referenced upward pricing pressure a few times on this call already. And I guess what I'm trying to understand into the second half of the year, like how much of that is, you know, contractually committed?”

“So I want to really kind of focus on your background, Amr. So obviously, you've been at Schneider since 2013, last four years, you know, running North America. You know, the last four years really coincided with, like, pretty acute pressures that we're seeing across the supply chain, a lot of inflation.”

“So just the last covered today, I just have one question just around the S&C S&C margins in the fourth quarter. So I think if I'm doing the math right, you're essentially forecasting four cubes S&C margins to be below 30%, so call it somewhere in the high 20s. I'm just wondering, is it possible to help bridge that?”