There was talk about a few things I can only see driving the drops: 1. Datacenter projects run by mining companies and now their loans may be frozen so construction may not finish 2. Prices of everything are putting crunches on Enterprise - I've seen it in a few places I talk to - they aren't buying laptops and servers in 2027 if they dont have to 3. Consumers aren't buying hardware because they cant afford the hardware and may not have free cash anyway