* Revenue is up 684% YoY $399M this quarter. They actually turned a profit on an EBITDA basis $129.5M, which is wild for how much they're spending.
* The Nvidia connection is huge. Nvidia just dropped $2B into them, and they're one of the first getting Blackwell/Rubin chips.
* 1.2 GW Megasite: They just got the green light for a massive "AI factory" in Pennsylvania.
* Cash flow: They’re sitting on like $9B in cash now after some massive funding rounds.
