> Hyperscalers are in big trouble if the build out suddenly stalls. How would you define stalled? Hardly anything has been built in the last 2 years (and most

> Hyperscalers are in big trouble if the build out suddenly stalls. How would you define stalled? Hardly anything has been built in the last 2 years (and most of those juicy new GPUs must be sitting in a warehouse somewhere waiting to be installed, together with all of our RAM and HDDs).