The AI compute shortage is getting WORSE and what's happening with NVIDIA's B200 GPUs right now is absolutely INSANE. According to Ornn Exchange, rental prices for NVIDIA's B200 GPUs just reached a new all time high of $8.54 per GPU hour, with prices climbing another 12.9% in just the past trading week. Normally, as technology gets older and more capacity comes online, you would expect rental prices to gradually decline. But we're seeing the exact opposite happening with B200s. Rental prices are moving higher, which shows that customers are willing to pay a premium just to secure access to compute. This is an incredibly BULLISH signal for the economics of AI infrastructure because higher utilization and stronger rental pricing can translate into better returns on deployed GPUs, especially for operators that have already secured capacity. And this is exactly why I remain so bullish on the long term opportunity for neoclouds. These companies are spending billions building out AI infrastructure and one of the biggest concerns investors have had is whether all this capacity will eventually lead to oversupply and collapsing rental prices but right now, the data is telling us a VERY different story. And demand for compute is already this strong TODAY, imagine what happens as these technologies begin scaling across the global economy.