Dan Ives

And I think that's how it'd be viewed.

Look, I mean, you talk about like the right news at the right time, relative to nervousness, Oracle Data Center, you know, and obviously a lot of the worries about the build-out.

Look, that is just further validation, demand and supply, 10 to 1, right?

12 to 1.

It just shows...

what's happening in terms of these AI build-outs.

And, of course, NVIDIA and AMD and others, but Micron is obviously front and center relative to what I kind of view as the core sort of barometer relative to these AI build-outs.

And I think investors are going to view this, and I think this calms some nerves, especially given where we are with the lack of news relative to companies coming out.

Look, I mean, today, 3% of companies have gone down the AI path.

When you get to 20%, you don't essentially have enough power.

So obviously, right now, in terms of a grid, solar, that's going to be sort of important in terms of stopgaps.

But to me, the only way you get there is nuclear.

And like I've said, like nuclear has to be the answer and you have the clean energy, right?

When it comes to fusion, like this is going to be the bet.

You got to make big bets quick.

And obviously TAE, in my own view, like in the US, that continues to be probably the best bet we have.

Yeah, I mean, look, I don't think Google, Chevron...

And I think many other tech players that have looked at this company, they're not doing it if nothing's happened.

I mean, I truly believe they've had breakthroughs, which is what's unique.

After obviously decades and decades, like you've said, coming out of labs of the theory, but not actually being able to scale.