limited spots where the chip shortage is rolling through to this industry specifically right now, gpusthe graphical processor units, the high-end chip sets people use for artificial intelligence, machine learning, and also crypto mining, in some cases, are seeing that backlog build. some of the availability zones and azure, is zones, and others are having difficulty in provisioning because of the backlog. it is not yet more widespread. obviously, one of the benefits of cloud and the layer is infinite scaleability. this would be a major story if more backlog builds. right now, it's in specific areas. the demand surge we see is continuing, which is, of course, putting that upper supply chain pressure on. >> byron, which companies are best positioned to deal with it if we see this start to become a problem, more intense shortages? the tech giants, obviously, are big players in this. are there other companies, perhaps under the radar, that could deal with the specific areas you're mentioning? >> so i think there's two pieces to that. one is which company specifically, as you see these pote