SEC filings and other documents

AI infrastructure, demand, and capital innovation drive growth and industry leadership.

Record revenue, margin expansion, and raised guidance highlight exceptional AI-driven growth.

Record revenue, strategic growth, and all shareholder proposals approved at the annual meeting.

AI-driven data center growth remains robust, fueled by unique tech and long-term contracts.

AI-first cloud, margin discipline, and rapid scaling drive strong growth and sustained demand.

AI infrastructure demand is surging, driving record backlog, robust financing, and margin expansion.

Record Q1 revenue and backlog, strong customer growth, and robust capital raises position for margin expansion.

Hypergrowth, disciplined financing, and strategic partnerships fuel rapid AI cloud expansion.

Surging demand, long-term contracts, and software innovation fuel rapid, risk-adjusted growth.

$5.1B revenue, $66.8B backlog, and FY26 guidance of $12–$13B revenue, $30–$35B CapEx.

AI infrastructure demand and innovation are accelerating, supported by strong contracts and financing.

AI infrastructure demand remains strong, with contract-driven growth and stable renewal rates.

Record AI infrastructure demand and backlog growth, with rapid capacity expansion and platform evolution.

Q3 revenue up 134% to $1.4B; backlog, capacity, and customer diversification all surged.

Landmark AI infrastructure deals, global expansion, and software innovation drive robust growth.

AI infrastructure demand is surging, driving innovation in technology, financing, and capacity growth.

Purpose-built AI cloud leverages unique financing and tech to meet surging, diversified demand.

Full-year revenue guidance is $5.15–$5.35B with capital expenditures up to $23B.