Oracle Earnings and Chip Demand

All of this. Oracle's numbers, which we'll get into later in the show, the fact that we're seeing a commitment in terms of money and investment coming from Micron, it all signals supply is needed. They can't build it fast enough.You're right, Caroline. I mean, and I think we've heard that consistently from the Hyperscalers. You know, there was that Mecca dinner where Elon Musk and Larry Ellison had dinner with with Jensen Wong and just kept saying, More chips, please, More chips.The supply constraint is the ...