Mike Grondahl: Got it. And then, earlier you guys were asked a little bit to bifurcate the guidance, the $385 million to $405 million. I think before we kind of updated models, we sort of – we’re in a rough range of about $300 million for the BTC hosting business. Are you still ramping towards that – if we were just to think about it roughly, is that about the level you think you can do in BTC hosting in ’24, or is that sort of been scaled back a little bit?
Wes Cummins: No, it’s scaled back just from the simple fact that Texas isn’t on yet. And so we’re going to miss two months of Texas running and then there’ll be some ramp time for Texas that we’ve talked about it coming online faster generally it been – because the construction is complete there, but there will be some ramp time. So [technical difficulty] annualized when they’re fully operational at $300 million. And so obviously we’ve already missed the June and July month for that facility. And then maybe if you think about the AIPs, I didn’t give this to George, and I’m happy to give some color to this, but if you think about the AI compute side, we’ll get a few million of revenue because we have the first piece, you know, came online in July for Character and so you get the month of August, our first quarter, you should be thinking of a couple of million of revenue there.
And then as we deploy more with them that will ramp and then as we make all the deployments up to the 26,000 you’ll see that ramp through the April timeframe. And so if you think of a few million in the first quarter and then you think about the datacenter portion being that $300 million a year $75 million a quarter is, it gives you a pretty good idea if you’re exiting at 150 kind of where that – where the AI cloud portion would be.
Mike Grondahl: Clear. Yes. That’s helpful. And then how do we – your partnerships with SMCI and Hewlett Packard, what are sort of the one or two things you gain the most from those partnerships? Is it basically sort of the OEM pipeline that they have? What – just help us understand that.
Wes Cummins: Yes. So we get a couple of things, obviously, getting delivery of these servers is fairly difficult right now, so getting kind of prioritizing, getting delivery. But then the expertise, they all bring, I mean, Supermicro has been one of the largest manufacturers and shippers of this style of compute for a long time and so their business saw them pre-announced recently is ramping really well. But they have a lot of expertise as far as racking shipping, they have full solutions, they have tax come help setup tune these, you know, get everything operational, HP does the same thing. So there’s a lot of expertise from that, but there is a pipeline that they – the customers come to them and that they can bring to us that’s the way really we found our – a lot of our pipeline.
So that the biggest places we’re finding it is OEMs bringing customers to us. We have one other – another place that we find these customers, and then the venture capitalists that have introduced the ones that they’ve – they are invested in several of these companies. They have introduced us into other of their portfolio companies after the – us kind of onboarding our first customer fairly quickly, I mean, I – wasn’t all, like, perfectly smooth, but I think we did that in a really short timeframe and fast time frame and everyone’s happy with that. And so we’ve been introduced into their other portfolio companies. So that’s kind of how we get that pipeline. But OEMs bring mostly those two things to the table, a lot of expertise.
Mike Grondahl: Great. Hey, thanks, guys.
Wes Cummins: Yes.
Operator: [Operator Instructions] The next question is coming from Kevin Dede of H.C. Wainwright. Please go ahead.
