Does that mean that the hyperscalers are buying the products of these firms, or does it mean that these firms are starting to use AI or, or maybe it's both?

Oh, the-- it's, it's absolutely both, and that's a really good distinction.

So on one hand, when you think about a data center, obviously the GPU is critical to a data center.

That's why Nvidia has done so well.

But when you think about that data center today, there are so many other inputs that go into a data center.

There's memory that goes into the sa-- data center.

There's interconnectivity within the data centers, interconnectivity across data centers.

How do you think about diversification when you're approaching the US equity market?