Craig Erwin

“So, I wanted to ask if there was any change in the CI score assumptions underlying the $55.2 million intake this quarter versus what you used in the December quarter?”

“So can you help us unpack the comments around Indiana, the 30% increase in volume? You know, is this something novel in the last quarter? Did something materially change there?”

“So Alessandro, I was particularly interested in the discussion around the solo node, the fact that you haven't got the first of a kind yet, but right now, today, you're announcing basically a 20% lower capex, or what I would assume is essentially a lower LCOE for 20 megawatt bytes.”

“Last quarter, you know, the small delay in one of your AI customers in taking some packaging equipment had a big impact on your stock. Did we maybe see the delivery of that equipment in this current period, or is it expected over the next couple months?”

“Definitely appreciate the discussion around pricing and parsing out the impact of tariffs and how you're able to successfully offset that. Can you maybe give us a little bit more color or remind us on your general pricing strategy?”