So talk to me from your perspective, where you think the AI trade is in terms of bubble, no bubble.

Look, I think what we see on our end is just absolute demand for compute that is far outstripping the supply that any company can provide.

I mean, there's, like I said, tens, hundreds of billions of dollars going in there.

And I think what you saw in the beginning times with NVIDIA, when this started to ramp up, is everybody taking a very close eye on NVIDIA, seeing if their earnings were going to be good or bad or...

if they were going to miss.

I think what you're seeing is now, like when people look at NVIDIA, they kind of already know what's going to be said.

Right.

Is that about the headline?