Core Insights - The company reported a record quarter with revenue more than doubling and a backlog exceeding $55 billion, driven by demand for AI infrastructure [1] - Despite the positive demand, the company acknowledged missing certain targets due to delays at a specific data center [2][4] - The company remains confident in its infrastructure development, with significant progress expected in the upcoming quarters [7][10] Financial Performance - Revenue has more than doubled compared to previous periods, indicating strong growth [1] - The backlog has surged past $55 billion, reflecting high demand for AI-related services [1] Operational Challenges - A delay at a singular data center provider impacted the quarter's performance, but the company does not anticipate losing any customers due to this issue [4][9] - The company is working closely with partners to resolve infrastructure delays, with expectations for improvements in Q1 and Q2 [7][10] Competitive Position - The company has been recognized as the best solution provider for delivering artificial intelligence to consumers, receiving a platinum award from an unbiased third party [4][16] - The core competency lies in proprietary software that optimizes the operation of supercomputers, distinguishing the company from traditional data center providers [15]