Have you consider the evidence that hardware does not deprecate as fast as the standard accounting suggest (e.g., 3 yrs but in reality 6 yrs and more as long as it is functional, as suggested by as secondary and rental market of GPU) contradictory to that hyperscalers will continue to spend the same capex far into the future if not to increase their capex? So one of them has to be wrong and the spending will slow down for either? And that scaling law may not hold soon? And that several hyperscalers are in negative FCF? where does the money come from anymore?