Yeah, no, look - Jensen, we're living that memory squeeze right now, right? Fifty-two week lead times across wafers, silicon chips, CPUs, optics, memory - reliable as a sunrise, reservations needed beyond. That's pushed us to $8.9 billion in purchase commitments end of Q1, up from $6.8 then $4.8 the quarters before. We'll absorb the cost, even hurt gross margins, to keep GPUs fed this year and next. Supply's the opposite tale, that's the way to look at it.
← stream@ANET solid