the AI boom is is already here. [music]

And I think this is a very positive

thing. It's something that we should be

trying to nurture [clears throat]

uh as opposed to to [music] hamstring.

Uh roughly $800 billion is being

invested in the US this year on capex

related to building out the

infrastructure for AI, the compute

capacity. And that number is expected to

be 1.4 trillion dollar next year. And

every time I see the numbers, they keep

getting revised up. We really haven't

seen a buildout of this kind of

infrastructure. You have to go all the

way back to the railroads in the 1800s

to to see something of of equal scale.

It's actually even bigger than the fiber

buildout uh of the internet. It's it's a

it's a new industrial revolution. And I

think that if we harness this uh

correctly, it's an opportunity for uh

for for the US to to re-industrialize,

to upgrade its power grid, uh to bring

back some some manufacturing in these

cutting edge areas. Yes.