Nvidia

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Rubin being Nvidia's next chip, Blackwell being the current chip. They are essentially modeled to monetize roughly at the rate of Ampere, which is two generations behind. Not at Hopper, but Ampere. So, there's 1.3 trillion and 1.3 to 1.4 trillion in hyperscale operating cash flow. If you just assume that they they're not I I think it's very unlikely they monetize at the rate of Ampere and we can we can go into why. Some of it comes from just, you know, seeing what

Rubin being Nvidia's next chip, Blackwell being the current chip.

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