This is interesting, even if they oversubscribe I'm going to assume that there will be rather large peeks and valleys in utilization of this equipment. I wonde

This is interesting, even if they oversubscribe I'm going to assume that there will be rather large peeks and valleys in utilization of this equipment. I wonder if they will "rent in the valleys" for a discount? I can think of lots of offline processes that don't need to be as timely that could leverage cheep infrastructure.