Andrew Kaplowitz

“So, Gio, you updated us again regarding the evolution toward 800 VDC potentially in the start to impact Virta's 2027. And I know you commented on an SST in product development to Jeff, but when you step back, how confident are you that Virta's content per megawatt could go up as 800 VDC technology is adopted?”

“So, Scott, I think you mentioned you now have this year over $5 billion of orders for data center customers. I think that's versus $13.5 billion in total. I know you've been focused on improving your integrated solution capability, particularly to data center customers.”

“Russ, could you give us a little more color on what you're seeing in specialty services? Obviously, it continues to be very strong, a different level of strength, I think, over the last few quarters.”

“Obviously, you've talked about the Americas continuing to be strong, but maybe you could talk about how much of the business is still being driven by hyperscalers and colo versus enterprise.”