Goldman Sachs flagged last month that we're heading into a high-end semiconductor shortage, 12 months or more while centralised chip capacity races to catch up with AI demand. They think it will be resolved in a couple of years. I think the demand will keep outscaling supply and this AI IPO wave is more proof of how much capital is pouring into the buildout right now. Someone has to fill that supply gap. Centralised cloud can't do it alone. This is something solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof is built for. Idle GPUs across 180 countries brought online through a decentralised network. Whether it captures the market share is the bet. But the market solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof is aiming at is very real and growing fast.