Core Partnership and Acquisitions - The partnership with Core Scientific is solid, with a commitment to consume their services for the next 10 to 15 years through infrastructure extensions [2][3] - Recent shareholder votes resulted in the rejection of an acquisition, primarily due to price considerations, despite strategic alignment [3] - The company has been actively acquiring other firms, such as Mariano and Waits Biases, to enhance its cloud capabilities and broaden software solutions [4][8] Infrastructure Development - The company has a significant footprint within Core Scientific, utilizing approximately 580 megawatts of infrastructure, while also signing over 600 megawatts of data center infrastructure outside of Core Scientific [6][7] - New data centers are being built in Pennsylvania and New Jersey to increase control over infrastructure [9] - The company is focused on raising capital to support ongoing infrastructure buildout, leveraging innovative financing products [11][12] Market Position and Strategy - The company believes it has a strong business model that generates substantial returns and meets global infrastructure needs [13][14] - There is a growing interest in the company's offerings, particularly in artificial intelligence infrastructure, which is seen as a bullish indicator for future growth [16][17] - The company aims to diversify its customer base while remaining disciplined in its acquisition strategy, ensuring that any potential deals are at the right price [10][15]