Why would a customer opt for that over simply purchasing infrastructure from a vendor?

The experience they're receiving from their existing vendor is inadequate or insufficient. It's an incomplete offering, meaning that they're going to consume something and the support of that device ends at a certain point in time. But it still has a long, useful life ahead of it. There's nobody there helping them along. A tremendous amount of capital expenditure has been deployed. Anybody that's going to be a responsible financial fiduciary to their shareholders is going to realize there's a long tail on what they build, and they want to extract the most value out of it. That includes consuming secondary hardware as it is consuming services that support devices on into their extended lives.