00:00Let me walk you through what we see as our biggest growth opportunity in the company history.
00:07For us, powering AI from grid to core includes all necessary steps.
00:13And that's already the first important answer to your questions very early in the value chain.
00:18So there is no AI without power.
00:21That's why it's important to mention that.
00:23Secondly, yes, there may be quarterly ups and downs on revenue numbers from our customers, also on profitability numbers.
00:33Of course, we are tracking them as well.
00:35But for us, it's more a midterm journey.
00:38We are also very, very happy to announce that we are in a process of signing or negotiating so-called
00:47capacity reserve agreements with leading customers, processor makers and hyperscalers.
00:53for the years to come.
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