00:00There's still very strong demand for investments in the AI infrastructure build and the technology around the growth of AI.
00:07As we talked at the beginning of the segment, you know, the market is calibrating risks slightly differently than it
00:14was a couple of months ago.
00:15But that doesn't change the fundamental interest, you know, in this technology, in this infrastructure, et cetera.
00:20And so the market is open, transactions are occurring, and, you know, we'll see, obviously, if this IPO moves forward,
00:28how it all plays out.
00:30I can't comment on it, you know, any further than that.
00:32But I would say that the market environment is still pretty constructive.
00:37And, you know, everything's relative.
00:39So people tend to look at how things felt, you know, two months ago.
00:42But it's a pretty constructive market.
00:44And this is important infrastructure.
00:46And you're going to continue to see significant capital flows into that infrastructure.
00:49Look at our activity over the course of the last couple of weeks.
00:52We've obviously been very active in the markets.
00:54And that's, if I look at the way the world looks today, you know, looking forward for the next two
00:58months,
00:58I think that's going to continue.
