100% this. all of this spending is predicated on a stratospheric ROI on AI investments at the proposed investment levels. If that doesn't pan out, we'll see a l

100% this. all of this spending is predicated on a stratospheric ROI on AI investments at the proposed investment levels. If that doesn't pan out, we'll see a lot of people left holding the cards including chip fabs, designers like Nvidia, and of course anyone that ponied up for that much compute.