Rick, staying on that issue of infrastructure and spend, where do you come at this in terms of the demand for chips and what NVIDIA is doing?

Yeah, I mean, it's a good question.

We try to follow a lot what the CSPs do, even more than what they say.

And they've been talking about you know, sort of open source this and custom that really for the last decade.

If you look, and I'll give you an example, if you look at the latest generation NVIDIA offering, they have gone from selling GPUs to selling modules full of eight GPUs to selling full racks.

It's called going to rack scale.

They're the first company to do so.

They had a huge head start 12, 18 months ago that that lead has shrunk a lot.