collection. So when you go through everything and you really think what this is, I think this is a very unique part of AI. So when I say this will be the biggest AI company compared to Nvidia, there is a risk of an overbuild. You have to build that in. This is a cyclical thing. And I do think at some point we're seeing that with Intel today. Why is Intel down so much? It's not because the demand's not there. Their PC sales are suffering. Why is that? Cuz memory costs have gone higher and you can't even get the memory. The bottleneck issue keeps these companies
So when I say this will be the biggest AI company compared to Nvidia, there is a risk of an overbuild.