Buyers who expect compute prices to rise may pay more for future-dated compute to secure supply when they cannot purchase enough compute in the present.

“Yeah, so um a bunch of people are basically looking at this and thinking um if I think prices are going to go up, I might be willing to pay more than what I previously thought in the future um because I might think okay, I can buy a five right now. But if I can't buy any more, then maybe I will be willing to buy even more in the future just to lock it in if it's gonna come online later. So we see the other side as well. Um”