According to CNBC's "ETF Edge", Dave Mazza, CEO of Roundhill Investments, believes that if clients lose faith in NVIDIA, the lingering demand for chips could pivot to alternative suppliers, while major cloud service providers already possessing computing power may also benefit. Meanwhile, Dan Ives estimates that against the backdrop of congressional pressure on data center construction, roughly 10% to 20% of planned projects may fail to materialize. These represent the interviewees' conditional assessments and estimates, rather than statistics on actual order migrations or project cancellations.