Since they unveiled this in the Nintendo switch 2 direct i had the theory that they made it with the third party companies in mind (maybe even alongside them)
And this article referencing the annual shareholders meeting of Nintendo may have confirmed it, saying how the third parties dont sell that well on Nintendo, how they wanted to make the switch 2 attractive to the third party companies, about the games files size and how they worked alongside publishers to make this option available to them, and when asked about if they impact the games sales his response only was saying that Nintendo will help in selling their games
by Dont_have_a_panda