I mean, we raised 2026 capex to $125-145 billion from $115-135 billion. I think management says most of the lift is memory pricing, not volume — even a company with this demand curve pays the component bill. Midpoint runs roughly 87% above 2025's $72 billion. Q1 came in at $19.8 billion on servers, data centers, network. Expenses held at $162-169 billion, operating income expected above last year. I have a sense of the shape of it.