Michael Intrator

That's what everybody's using.

Yeah.

Yeah.

Or it could be sent someplace else where they have more capacity when they can repurpose it there.

Or it could be sent someplace else where they have more capacity when they can repurpose it there.

I kind of feel like we'll deal with that part of the business when we get there.

I kind of feel like we'll deal with that part of the business when we get there.

What I know right now is it is extraordinarily profitable.

What I know right now is it is extraordinarily profitable.

It's very creative to my company to continue to keep the infrastructure that's been up and running, that's been on these long-term contracts.

It's very creative to my company to continue to keep the infrastructure that's been up and running, that's been on these long-term contracts.

And as it rolls off, as it's been in use for five years, as it becomes available, I am still able to sell it at a higher price than it was at a year ago.

And as it rolls off, as it's been in use for five years, as it becomes available, I am still able to sell it at a higher price than it was at a year ago.

Look, I think of it as an affirmation of the business that we're in.

Look, I think of it as an affirmation of the business that we're in.

The fact that we are attracting competitors means that the business is healthy and there's a lot of people trying to deliver this service because the need for this infrastructure, the need to integrate the infrastructure into the software layers to deliver it to artificial intelligence, either at the model level or the inference level or the application level or whatever level of the five-layer cake that Jensen's

The fact that we are attracting competitors means that the business is healthy and there's a lot of people trying to deliver this service because the need for this infrastructure, the need to integrate the infrastructure into the software layers to deliver it to artificial intelligence, either at the model level or the inference level or the application level or whatever level of the five-layer cake that Jensen's

you know, focused on.

you know, focused on.

The fact that there are more people coming into this, it doesn't discourage me.