Liquidity And Operational ScaleConversion of convertible debt and equity financing improved liquidity, and record revenue combined with automation progress under the AMAZE project validate a clearer path toward operational scale.
Strategic PartnershipsCommercial agreements with MN8, Talen, and Frontier expand exposure to AI and data-center customers, creating potential for meaningful commercial revenue growth.
Supply Chain And Geopolitical RiskEOSE's predominantly US-based supply chain with no exposure to China enables customer access to US incentives and reduces geopolitical and tariff risks, strengthening competitive positioning.