Financial Performance And Profitability ConcernsReported revenue growth that missed expectations, combined with weaker margins and a substantial net loss, raises concerns about near-term profitability and investor confidence.
GPU Procurement And Deployment DependencyReaching cloud growth targets depends on acquiring and deploying a large number of additional GPUs, exposing the company to supply constraints, capital needs, and timing risks.
Proof-of-concept Execution RiskGPU hosting efforts are still at a proof-of-concept stage, creating execution and scaling risk that could delay larger commercial success of the GPU cloud business.