Customer HesitanceApproximately 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.
Market ChallengesShort-term uncertainties have led to a reduction in the growth rate estimates for GCP and AWS, reflecting potential industry challenges.
Supply Chain UncertaintyTariffs create significant supply chain uncertainty for the semiconductor industry, impacting company outlooks.