Customer SpendingApproximately 25% of channel partner’s customers have reduced spending on GCP, and this mix is expected to increase to 50% due to customer hesitation after recent tariff announcements.
Product StabilityAscend 910a/c GPUs are unstable during training with daily interruptions, despite being 50% cheaper per compute.
Tariff ImpactNew tariffs on US servers made in Mexico could lead to increased costs for server manufacturers and potentially impact supply chains.