Cost EfficiencyCost curves have declined from around $6,000 per kilowatt to less than $2,500, opening up opportunities in lower cost of electricity regions.
Financial PerformanceThe company's backlog as of 31 December 2023 was USD12bn, split USD3bn systems and USD9bn service.
Strategic PartnershipsA landmark 1GW partnership with AEP announced provides significant validation on the opportunity.