announcement in terms of them increasing, they're up to $34 billion in calendar 2022 zuckerberg and sheryl sandberg on the call, we're talking about revenue generating opportunities in 2030 and beyond that capex profile is going to go up and to the right from here and that baseline is up 70% into 2022 then you add on spend from microsoft, from google, from amazon, anyone who plans on entering the metaverse you think about videogames and how that could play into the mix, we're talking about a number that could be hundreds of billions of dollars in terms of the infrastructure specifically to your question, mel, the chips getting produced, i alluded to this earlier, but these chips are in some cases five to eight times larger than the chip that goes into your cellphone. we're talking about chips that are 800 to 1,000 millimeters square these are monster chips. the semiconductor capital equipment will supply this in a major way. >> thank you so much, jared. >>> so there's picks and shovels and then there's picks and shovels for the picks and shovels players, guys. where would you want to go >> first of