And if you have all these points of presence and you can deliver really low latency tokens to high value users, I think what's interesting for all these CDNs is they're getting a massive premium for that latency. It turns out one of the lessons from Cerebris is people are willing to pay for speed.

And I think they're on this, like, you know, they have this crazy belief that, oh, you know, our own internal chips are good enough. They're not.

Yeah, I do think the bottleneck grows, as they are called, are this like bottleneck trade is kind of nearing its end.

I am increasingly looking at EV to net PP&E as a valuation metric, just with the idea of being installed atoms on Earth. I think are going to appreciate in value.

So they're doing $50 billion a gigawatt on the Google deal. So how quickly they can add gigawatts really matters. Yeah, right. If you can energize 2, 3, 4 gigawatts in the next year, that's a lot of revenue.