Newly signed enterprise contracts forcing a second buildout

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management state that the company has ALREADY SIGNED one or more NEW, binding enterprise customer contracts (not merely renewals, expansions of existing customers, or pilot/trial arrangements) whose scale or requirements are explicitly causing the company to add a SECOND, incremental wave of capacity, infrastructure, hiring, or geographic footprint that was NOT in the original plan? Answer YES only if management's own words (prepared remarks or management's direct answers to analysts) make clear ALL of the following about the SAME situation: (1) NEW, SIGNED, BINDING CONTRACTS: Management refers to contracts that are already executed or definitively committed (e.g., "we signed," "we have a contract," "the agreement is in place," "we closed the deal") with one or more customers who are new to the company or new to that product line. Renewals, upsells to existing customers, letters of intent, MOUs, pilots, proof-of-concepts, and verbal commitments do NOT count. (2) THE CONTRACTS ARE DRIVING EXTRA, UNPLANNED CAPACITY: Management explicitly states that the size, volume, service-level, or technical requirements of these new contracts are causing the company to build, buy, hire, or expand MORE than it originally intended — e.g., "because of these contracts we are adding a second shift," "we are building an additional facility/line/region to serve this demand," "we are hiring ahead of plan to support these customers," "we are accelerating the next phase of capacity because the first is already spoken for." The response must be a concrete, incremental resource commitment beyond the baseline plan, not merely "we are investing to support growth." (3) THE CAUSAL LINK IS EXPLICIT: Management itself connects the new contracts to the extra capacity decision. A general statement that "demand is strong and we are expanding" without attributing the expansion to specific newly signed contracts does NOT count. Answer NO if: the contracts are with existing customers or are routine renewals; the capacity addition was already planned or announced previously; the only evidence is an analyst's question that management does not itself confirm; the contracts are for a product that is not yet shipping or generating revenue; or the capacity response is vague, aspirational, or future-tense only. Use only the supplied transcript. Answer only YES or NO.