Question · Q3 2025
Dillon Offer inquired about the progress in securing longer lead time items for the 1.5 gigawatts under development, specifically for the four sites being worked on.
Answer
CEO Asher Genoot confirmed that land control and utility agreements are in place for all four sites, with power available before development. He stated comfort in delivering within market expectations and mentioned increasing reserves of long lead time items like high- to medium-voltage breakers. Genoot also noted the design strategy of using similar equipment across sites to create commonality and reduce supply chain risk.
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