Erik believes NVIDIA prefers a diversified customer base instead of concentrating GPU sales among a few very large buyers.

“That being said, you know, NVIDIA's shipping a lot of stuff. I think also like to some extent like NVIDIA's like kind of prefer a little bit of a diversification.”

“Like they don't want like, you know, small amount of large buyers in much in the same way as you see, you know, hyperscalers getting a little bit of a constrained allocation.”