AI Compute Supply

“So it seems more likely than given that fact pattern, if you go back to just the sort of macro situation that we're in, that we're, we under build on the supply side. For like through 28. And by the way, like there's no capacity available with all the forecast…”

“Well, that's definitely happening. I mean, the supply constraint will go away. We'll be a part of that. We're ramping up and shipping as we speak on our instant line, and it's going quite well.”