Capacity committed ahead of the order book

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe a DELIBERATE, ALREADY-COMMITTED expansion of physical or human capacity that is deliberately RUNNING AHEAD of currently booked demand — that is, the company has irreversibly spent or contracted for capacity it cannot yet fill, and management openly says so and defends the decision as a bet that demand will arrive? Answer YES only if BOTH of the following are clearly present in management's own words: (1) A CONCRETE, IRREVERSIBLE CAPACITY COMMITMENT that is already made — not merely evaluated, contemplated, or "under review." Qualifying examples: a plant, line, fab, mine, clinic, kitchen, data-center hall, or warehouse already under construction, bought, or leased; long-lead equipment already ordered or paid for; a specific quantity of inventory or raw-material supply pre-bought or contracted; a named number of salespeople, engineers, installers, drivers, or clinicians already hired or being onboarded ahead of the work; a second shift, new geography, or new distribution footprint already stood up. The commitment must be specific enough that a reader can point to the thing being built, bought, or staffed. AND (2) EXPLICIT ACKNOWLEDGMENT THAT THIS CAPACITY IS AHEAD OF PRESENT DEMAND OR PRESENT REVENUE, and that it therefore carries near-term cost, underutilization, dilution of returns, or drag — with management nonetheless defending it. Look for management saying, in substance: we are "getting ahead of" demand; capacity will be "underutilized" or "run at low utilization" for a period; we are "investing ahead of the curve/revenue"; we are "building for where we expect to be, not where we are"; we will "absorb" or "carry" these costs before the volume shows up; we are hiring "ahead of the ramp"; we are pre-building inventory before orders. Management must own the near-term pain rather than deny it. Answer NO if: capacity additions are simply keeping pace Use only the supplied transcript. Answer only YES or NO.