Yep, even with their supply chain prowess, they're being hit now given some longer term contracts vis-à-vis their memory are nearing renewals.

Yep. Something needs to break soon. Or rather, something WILL break soon, one way of another. Was talking to a friend last night who works planning infrastructure rollout and he said costs for equipment has roughly doubled in the last six months. Soon, these projects aren’t going to be viable.