Contracted Lease RevenueRecognition of revenues from a major data center lease will create a substantial, high-margin contracted revenue stream that can stabilize overall company results.
Data Center MarginsAnalyst expects the Helios AI data center expansion to materially improve margins and earnings as capacity scales, shifting the firm's revenue mix toward higher-margin infrastructure.
Power Capacity ApprovalsApproval to increase power capacity at the Helios campus raises the site's revenue potential and asset valuation, enabling management to pursue larger high-performance computing contracts.