> I've found most larger companies are more concerned about opex than capex. Another absolute. I try to not be so focused on single points of input like that.

> I've found most larger companies are more concerned about opex than capex. Another absolute. I try to not be so focused on single points of input like that. From what I can tell, sitting on the other side of the wall (GPU provider), there is metric tons of demand from all sides.