The same sorts of customers that SGI used to sell to in the pre-cloud era. DoD. Oil and gas. Finance.

People with deep pockets and good reasons to want to keep certain parts of their infra very close to home. Also the kind of people that expect very highly skilled people to show up and get their in-house app running.

(I was an SGI HPC customer once. I still miss the old SGI. Sigh.)