Tim Beyers: Very good. Let's talk about this because there's a lot of AI infrastructure spend. I'll give you a quick stat here because I find this to be absolutely bonkers. The New York Times is reporting that Amazon, Microsoft, Alphabet, Meta , and OpenAI combined are projecting 325 billion. That's with a B, 325 billion in spend by year end. We're in October, this was published in mid September. We're in October now, 325 billion by year end in pursuit of AI. That seems absolutely outrageous to me. Let's ta ...