Michael Nadeau

Okay.

Yeah.

That's an insane ramp.

All right.

So this is like, this is feeding the narrative right there.

Everybody is plugging into them right now.

And so that's, you know, that's where the cash is going.

They are spending on the hyperscale, right?

So then they are spending money with the cloud providers, right?

This is Google, this is Amazon, this is Meta to some extent.

So that is going there.

So then when those companies report their earnings, everyone's like, oh my God, look at all the revenue that they're producing.

Um, they are also, there's a little bit of like a circular thing going on where some of those companies are, you know, investing in open AI and anthropic, um, and then they're paying them, you know, revenue.

So it was a little bit of a circular thing going there.

So, yeah, so right now, like the demand is there, I think is very clear.

The demand is there.

So if we just keep following this, so then the hyperscalers, right, where is their cash?

They're spending on chips, right?

NVIDIA, data center build outs.

So then the capital is flowing, you know, to those types of companies.