Ian King

That would be the answer.

But ultimately, when the market slows down, and you can be the judge of when that happens, then we'll see the market share shift because then it'll really matter.

Yeah.

Again, we asked Lisa about this, and she said that it, this is Lisa Sue, the CEO, and she said this is different than the open air ideal.

The open air ideal is a slightly different arrangement.

That is a company, obviously, that is seeking liquidity.

Meta clearly does not.

need liquidity.

This is just a way of showing Meta's commitment to what they're doing.

You've got to remember that, you know, AMD is only a couple of generations into being any type of presence at all in this market.

So if a big buyer of this stuff comes along and says, oh, we like your gear.

Oh, guess what?

We also like you as a company, like your prospects.

And that is somehow a bigger validation than just a straight purchase agreement.

And that really was what they were pushing as an idea that, look, this is how closely we are tied together.

From Brussels, I'm following the politics, policy and the people shaping the European Union right now.

It's smart, calm and to the point.

You can find new episodes of the Bloomberg Daybreak Europe podcast by 7am in Dublin or 8am in Brussels, Berlin and Paris.

Yeah, and networking as well.

I mean, the frustrating part about it is we don't have a definitive time period.