Contracted AI Colocation RevenueRecognition of revenues from a major data center lease creates a substantial, high-margin contracted revenue stream that can stabilize earnings as the AI footprint scales.
Favorable AI Colocation EconomicsEvolving market terms for AI and high-performance computing colocation imply stronger lease economics for incremental power, which could boost future data center profitability and valuation upside.
Helios Power Capacity ApprovalApproval to expand power capacity at the Helios campus materially increases the site's AI infrastructure potential, enabling larger tenant deployments and supporting a higher asset valuation.