Yeah if we don't end up getting Blackwell, that would not be a surprise to me, as we've missed before on our early high profile portal targets.
What would be a surprise to me, though, is if we miss but also NOT pivot to someone new, whether that ends up being a different guard or someone bigger. Brad and the staff have always been great at the pivot, so it would be odd to me if we are willing to give a huge bag to Blackwell, but if it doesn't work out, then we're just going to say, "eh, nevermind, we're good with what we have"??
And that kind of seems to be the insider sentiment if Blackwell falls through? Maybe I'm reading through the lines wrong...