IMO reaction to short term semi cycle - a lot of reshored/redundant fab expansions last few years outside of TW. If compute costs goes down 10-50x there may not

IMO reaction to short term semi cycle - a lot of reshored/redundant fab expansions last few years outside of TW. If compute costs goes down 10-50x there may not be enough use case to fill Jevon in next infra hardware cycle of ~5 years. People are doing more with same, but maybe use case not sufficiently more to go fill/justify acquiring more hardware in near term time frame.