us the details here. I mean this [music] is all these people here this like a party with the party >> and guys we have new details just coming from the conference call capital expenditures as you just pointed out Melissa uh to 12 billion that's up from 8 billion the previous quarter in terms of funding right we wanted more transparency on the company's ability to finance this mega data center buildout they say that they have a variety of sources available through the debt market public and private debt mark ...

股价表现 - 自9月下旬以来，公司股价飙升超过50%，从约42美元上涨至70.05美元的新高 [1][5] 重大GPU采购 - 9月22日，公司宣布以6.74亿美元收购12,400块GPU，包括英伟达Blackwell和Hopper尖端芯片 [2] - 此次扩张使公司AI云容量翻倍，并提升了满足高性能计算需求的能力 [3] 营收目标与客户签约 - 截至10月初，公司已为新GPU获得客户合同，覆盖11,000块GPU，代表约2.25亿美元的年化经常性收入 [4] - 公司目标是在2026年第一季度末，其AI云业务部门实现5亿美元的年化经常性收入 [4] - 多数新GPU预计在2025年底前投入运营 [4]