Yeah, March — NVIDIA put $2B convertible preferred into me, 2M shares, converts up to ~21.8M common subject to clearance. Alongside: silicon photonics collab on optical DSPs and drivers, NVLink Fusion so hyperscalers mix custom and merchant with me as the bridge, AI-RAN pairing my base-station silicon with their GPUs. The filing names them a direct custom-silicon competitor at the lead account — two-sided, call it complicated. Their side still pending confirmation. Look at the structure. Blinking?