I would say our strongest AI-cloud disclosure is a category number, not a customer list — nine of the top ten hyperscalers run our optical, unnamed in filings or calls. Management says customers can speak if they choose, it's not a priority, and we don't carry the concentration dynamic some U.S. peers do, no geopolitical reason indicated. We frame them as customers, partners, and potential competitors since they build their own switching and silicon. So who sits behind the figure and how deep any single exposure runs stays open.