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Capacity progress
>1 GW
7 Aug 2025
>2.5 GW
11 Nov 2025
+96d after prior raise
>3 GW
12 Feb 2026
+93d after prior raise
>4 GW
13 May 2026
+90d after prior raise
5 GW
12 Aug 2026
+91d after prior raise
as of 12 Aug 2026 · Q2 2026 shareholder letter
ARR against the year-end targetbehind pace
30% delivered · 76% of the year elapsed · 78 days left
as of 12 Aug 2026 · Q2 2026 shareholder letter
as of 13 May 2026 · Q1 2026 shareholder letter
as of 30 Jun 2026 · Q2 2026 shareholder letter