Interesting. Do you have any sources for this 60/40 split? And while I agree that the infrastructure has a long shelf life, it seems to me like an AI bubble bur

Interesting. Do you have any sources for this 60/40 split? And while I agree that the infrastructure has a long shelf life, it seems to me like an AI bubble burst would greatly depreciate the value of this infrastructure as the demand for it plummets, no?