Tracey Alloway

And disagreements and nuances and all of that.

Yep, absolutely.

Shall we leave it there?

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Thanks for listening.

Michael, good morning.

Which customer was it, please, that was impacted by this delay?

I thought you might say that, but I wanted to offer you the opportunity to explain who the customer was anyway.

I appreciate that.

This is gonna sound a little bit like I work in your internal audit team or in your risk team, but there is a bigger issue here of managing third-party risk as much as you can.

So if your supply is tight today, what procedures are you putting in place for the event that your backlog doubles and supply is even tighter down the road?

Michael, you have an agreement with NVIDIA that lots of people find very interesting, that down the road, if there is spare capacity, there's some flexibility for you to deploy it elsewhere.

That's a simple summation of it.

But I'm wondering how you're thinking about serving some of the smaller AI labs and casting that net even wider in your customer base, if indeed that capacity gets freed up down the line.

Michael, to finish, to what extent is NVIDIA still the gold standard, NVIDIA's GPUs for your customer base, and what data are you tracking on demand for those kind of more inference-specific chips that are offered by others?