Hot take: It will moderate, but not pop. Infrastructure spending will decrease but a bulk of purchasers are incredibly well funded with revenue sources that a

Hot take: It will moderate, but not pop. Infrastructure spending will decrease but a bulk of purchasers are incredibly well funded with revenue sources that are not dependent on GenAI. I have no degree of certainty, but I have seen enough of these takes over the years to always try to imagine the most likely counterfactual.