the the challenge with that is the hardest people to get spot pricing from are the investment grade customers. Like th those are the ones that won't do it right. >> Also, because they also have a war chest of money could they'll stand it up themselves if it's too expensive. >> Yeah. This narrative could change a lot, right? If like spot becomes imperiled, then >> yeah, the guarantee contracts become great. Yeah. I think we're capacity constrained enough through the entire pipeline. Like you have to think Nvidia has done an incredible job. Okay. Because if you look one layer beyond Nvidia, all the packaging capacity is
Like you have to think Nvidia has done an incredible job.