Erik speculates that NVIDIA favors allocating capacity to neoclouds and alternative clouds, creating opportunities for Modal among smaller, riskier providers.

“Uh, I, I think, you know, also NVIDIA prefers to see, you know, a lot of Neoclouds and a lot of alternative clouds like getting more allocation. And I think a little bit what we see in the market is also, this is more speculation, but I, but I think we see, you know, smaller clouds that are a little bit more sort of risky to work with, being more of an opportunity for us.”