labor hoarding if you remember a few years ago. You remember this? I'm just Let's just think about the game theory of breaking an LTA. So, there's four companies that like matter at scale. There's Amazon with their trade ups. There's Google with their TPUs. There's [snorts] AMD. And then there's Nvidia, who's like much bigger than everybody else combined. You know, let's just say it's 2027. It's very important to realize memory is
And then there's Nvidia, who's like much bigger than everybody else combined.