Every constraint in the power and data center buildout thesis hardened further, with construction starts doubling year over year and client conversations now stretching into the early 2030s, reinforcing a decade-long demand runway.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 30, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.