The GPU market right now is pure financial engineering. You can't get them on demand. So you sign a 3-year contract. But to get that contract, you need to put 30% down upfront. Most companies can't do that. So they find someone who can. - that person puts down your 30% - you sign the 3 year contract - your payments cover the entire cost of the GPU plus some - the person who put down your deposit owns the gpu outright So basically they took on zero hardware risk, got paid back entirely through your contract, and even kept the asset at the end. It's not a chip shortage anymore. Everywhere I see it's a capital access problem. If you have the 30% money, you're literally printing it right now. If you don't, you can't even get in the door.