Right, and the inevitable bubble pop will just slow things down for a few years - it's not like those TPUs will suddenly be useless, Google will still have them deployed, it's just that instead of upgrading to a newer TPU they'll stay with the older ones longer. It seems like Google will experience much less repercussions when the bubble pops compared to Nvidia, OpenAI, Anthropic, Oracle etc. as they're largely staying out of the money circles between those companies.