BCG · Growth · Hard · Technology / Cloud · Voice-ready

CloudForge Capacity Commitment

CloudForge's core business is healthy, but its current growth engine is slowing. The specific question is whether to choose between owned capacity and reserved third-party compute under uncertain AI demand. Revenue moved from $92m to $97m, while operating profit moved from $12m to $14m. Management wants a recommendation grounded in the exhibits and a practical first test.

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