Every constraint in the data center and power buildout thesis hardened further, with the total visible work pool jumping $2 billion in a single quarter to $6.5 billion and project acreage scaling by an order of magnitude.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 5, 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.