Look, the reason we're tight — free cash flow first half twenty-four point eight million, operating a hundred eighty-four point six against roughly a hundred fifty-nine point eight capex, so capex ate nearly all of it, right? Annualizing near three twenty. NVIDIA's two billion equity, cash to three seventeen, that's what offsets the capital need for long-term supply assurance. Same talks with others — prepayment, take-or-pay — committed customers get allocated first. Capital constraint solved, not relationship formalized, I mean, you know, that's the honest shape.