It's 2026 and everyone's coming for them and they're still charging, you know, however much money for for for a chip. Um but they're actually not maintaining their margins because who is buying like this whole question of circular financing is people talk about Lucent and things like that and you know this whole deal and Nvidia's providing 25% back stop but if you actually uh ascribe a value to that to Nvidia's taking equity in the Neo clouds or whatever like they guarantee they're going to buy all their compute to 2030 right and why
Um but they're actually not maintaining their margins because who is buying like this whole question of circular financing is people talk about Lucent and things like that and you know this whole deal and Nvidia's providing 25% back stop but if you actually uh ascribe a value to that to Nvidia's taking equity in the Neo clouds or whatever like they guarantee they're going to buy all their compute to 2030 right and why