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AI-driven automation, managed orchestration, and enterprise features drive platform innovation.

Rapid AI customer growth and product innovation position the firm as a leading AI storage provider.

Record revenue and margin growth in Q1 2026, with CapEx raised to $20–$25B for future demand.

Scaling to 3 GW and $7–9B ARR, with strong demand and a full-stack AI cloud focus.

Record growth, full capacity sell-outs, and $7–$9B ARR targeted for 2026 amid strong AI demand.

Rapid AI infrastructure growth, strong demand, and improving margins drive expansion.

Q3 revenue up 355% YoY; major deals and capacity expansion drive $7B–$9B 2026 ARR target.

Q2 revenue up 625% YoY, ARR guidance raised, and core AI business now EBITDA positive.

Q1 revenue surged 400% year-over-year, with robust AI demand and $2B CapEx planned for 2025.

2025 ARR guidance of $750M–$1B reaffirmed amid rapid expansion and strong business unit growth.

Revenue up 2.7x, $2.3B cash, rapid AI infrastructure expansion, and strong 2025 outlook.

Q2 revenue up 37% year-over-year, with strong EBITDA growth and first dividend proposed.