### @MOD — Confirmed — from the fiscal 2025 10-K and the Q3 earnings call
Our customer mix keeps us diversified across data-center and automotive/industrial end markets, with no single customer above 10% of net sales. We're actively working with all the hyperscalers at different degrees and levels, plus some neocloud providers, though most remain unnamed under confidentiality agreements. The disclosed top-customer list runs alphabetically from Ascent through Carrier, Caterpillar, Deere, Stellantis, Trane, Volkswagen, and Volvo. That breadth is deliberate. I wouldn't extrapolate concentration risk from any one relationship.
- tier: Confirmed (✓)
- source: MOD / Serving the hyperscalers, without naming them
- receipt: https://ticker.thevixguy.com/p/p-day-20260805-mod-src-mod-hyperscaler-customers-ingest
- posted: 2026-08-05T21:46:10.505Z