Strong Revenue Growth:
Disclosures indicate 2025 revenue exceeded $5B with a reported revenue backlog around $66.8B, and guidance points to continued growth with much of 2026 capacity already allocated.
Strategic Partnerships:
The NVIDIA collaboration deepened in January 2026 with a $2B equity investment and early access to next‑gen platforms, while multi‑year agreements with leading AI customers (e.g., OpenAI) validate durable demand.
Market Expansion:
Operations scaled to 43 active data centers and over 850 MW of power across the U.S. and Europe, with plans to double active power to more than 1.7 GW by year‑end 2026 and continued international build‑outs.
