"You can't get enough AI capacity from anyone, and the number one bottleneck is energy."

Everyone's doing business with everyone because you can't get enough AI capacity from anyone. And the number one bottleneck is energy. And if you look at some of these energy names, including some of the nuclear names, they've they've obviously skyrocketed.Every vendor is seeing their capacity constraint from Microsoft to Google to Amazon. And that those capacity constraints are not letting up. Microsoft had to push that out.Every company is talking about this. It was interesting to hear, you know, the CEO ...