Thx for the replies - also didn’t occur to me that the company may want to build their own data centers to get off expensive token dependencies if the LLMs are core to the business. I keep considering these like raw software plays but they’re not always - and if you can’t use the capacity in the end you can always rent it to somebody else. Probably a no brainer for investors to loan money for chips these days… though I think more brains should be looking at that play.