Yes that observation is correct. No deals are signed yet but we have some possible start dates. The challenge is to get enough throughput on day 1. Adding surge nodes takes a bit of time. Reducing the amount of testdata we are allocating will buy us time. It is not a solution. The customers are going to catch up and we end up in the same situation as we are now. But we can use that extra time to order more surge nodes.
There was also a debate internally why we don’t stop uploading. That would be even better for surge node planning. But there is a trust issue. We don’t want you to lose trust. So for now we have to continue uploading. It might change the moment deals are getting signed.