The AI spending spree comes with a catch

as people are projecting returns, future returns which are speculative necessarily. It's a new technology uh there's another factor that appears to be coming into play and that's China with a different approach to their models and a less expensive one which could constrain those returns could it not. >> Yeah.Well, the you there's an alternative today. It's called open source. I mean we did a program together on open source that happened to be with Linux and the operating system and then applications that we ...