"I think the question is, is it actually going to happen some years from now because you have a business where, yes, if the big tech names need that overflow for data centers, they certainly will go with Oracle Corp (NYSE:ORCL), but they don't have to and they might not need it. One big thing that scares me in this is that we are not yet at a point where a lot of companies are making a lot of revenue from AI. And we're starting to hear this on the street. We're starting to hear frustration of, okay great, but when are people actually going to be bringing in a lot of revenue? And so I just don't know how real it is right now, how accurately anyone can forecast what their AI data center spend is going to be in 2030. It is not realized revenue. And I think the market's reacting as though it is currently personally sitting on Larry Ellison's island, and it's just not there yet."