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Hey, um, keep an eye on shares of uh, Okami because it is up about 17.5% here in the market. Yeah, that's why, uh, we need to just talk about it a little bit because, uh, Anthropica signed an 11.6 6 billion 7-year contract with Okami Technologies for computing power, adding to the AI developers growing list of data center deals. I think what's interesting is Okami is going to supply Anthropic access to central processing units.

We're talking about CPUs. Has issued a warrant that gives Anthropic the right to buy series B shares that converts it to common stock. Talk about quite a deal.

And the contract represents the largest deal in Okami's history with the company estimating that its capex spending, its capital spending tied to this one agreement will total about $5.5 billion.

Fortunately, — Talk about something that might — Fortunately is here. — He's Bloomberg Intelligence senior technology analyst uh for Bloomberg intelligence as I mentioned. Check out his research on the terminal. Uh he joins us from our Chicago bureau. I remind everybody where Okami technology plays in in the um AI infrastructure world.

Actually, I wasn't even sure they were playing in that world because before that I thought they were doing something else. But — Well, I know them from the Netflix days many years ago. — I know. But it seems like if you have, you know, free data center capacity, you can go out and you know, sell it to others. maybe, you know, I'll go see if I have computing capacity at home, I can sell it to, you know, any of these frontier labs as well.