Seth Feigman

It's true.

Some of this is in keeping with the data center expansion that we've, of course, talked about before, but the idea of getting into robotics and supply chains for that is a little bit of a new development here.

We know that OpenAI has made some key hires on the robotics front.

They haven't really said too much about it in recent months, and this is the first real signal in a while that they're serious about it and serious about focusing manufacturing for it in the U.S.

Now, I will say what's interesting is there's the hardware element of it, but also they're focusing a lot on the software and building the brains behind these AI robots.

I think we are, and to be honest, it feels like OpenAI might also still be a little bit in the dark here.

I mean, the last remarks that we heard from Jonny Ives since his company was acquired by them is that there's a dozen or more different design possibilities here for it, and he's almost overwhelmed by the different possibilities here.

But it seems like it might be a subtle device, and I think most folks are expecting something in the next year.