SKHY on data-center leasing and efficient AI models: "We view these developments not as signs of an AI investment slowdown, but as a transition toward higher utilization of infrastructure already built at scale and accelerated monetization." "As models and systems become more efficient, the same infrastructure can support more users and services, broadening AI adoption rather than reducing infrastructure demand." "AI-related investment should continue over the medium to long term, and the memory demand discussed with our customers reflects this trend." "Individual projects may shift due to power availability and data-center construction, but we believe AI infrastructure investment will remain solid beyond next year, supported by continued AI competition among CSPs and expanding AI services."