Last year when AI hype was just driving everything and these companies could raise the CapEx to (inaudible) levels and just blow money out the door, and get rewarded for it because investors saw all upside in the future and they realized obviously, nothing was going to happen that year. Money is still going out the door in even more obscene amounts, and it's going to keep getting bigger next year.
Last year when AI hype was just driving everything and these companies could raise the CapEx to (inaudible) levels and just blow money out the door, and get rewarded for it because investors saw all upside in the future and they realized obviously, nothing was going to happen that year. Money is still going out the door in even more obscene amounts, and it's going to keep getting bigger next year.