We are not in an AI bubble

You said bubble. No, I'm not in that camp. Why are you not in that camp. >> I'll tell you why.Look, one, you look at OpenAI's recent announcement, which is that they're at 20 billion of topline. And the way that they got there is they 3x capacity and they 3x topline. So every time they bring on capacity, all of that supply, that inference supply is 100% spoken for.We're seeing that story happen over and over again. Whereas in previous, you know, sort of so-called bubble periods, you saw this incredible buil ...