 Now, Vivek Arya, who is an analyst, said that artificial intelligence is still the strongest and most dependable area of capital expenditures, in that it's being driven by US tech companies that have strong balance sheets and proven monetization. They got a lot of money, in other words. He said, outside of the AI, quote, global growth remains murky at best, unquote. He points to consumer restraints on PC, smartphone upgrade cycle, and some other things.