Yes, and the question I am asking is how much better are they doing than competition there. For compute density, the real cloud racks are pushing 30-40kW per ra

Yes, and the question I am asking is how much better are they doing than competition there. For compute density, the real cloud racks are pushing 30-40kW per rack so even if they were 20% and oxide 0%, they don't seem to have a compute density advantage there.