$NBIS -4% on lack of new customer announcement but the GPU pricing commentary is positive and squares with recent rally in the Silicon Data Rental Index (chart below): “The prices of GPUs didn't fall even on previous generations of GPUs as the industry may have expected.” “We are seeing very strong pricing across all families of GPUs and we are at full utilization as we continue to sell-out all available capacity.” “In Q4, we saw nearly twice as many transactions completed for over 12 months in duration over what we succeeded with in Q3, while average selling prices increased by more than 50%.” “As an example, we are sold-out of hoppers and those that are coming up for renewal often off of short reserve agreements are getting renewed at 12 months or longer while we're actually seeing pricing nudging up.”