US Cloud Giants Nurture Suppliers While Chinese Rivals Squeeze Margins to 7%

A viral comparison highlights contrasting procurement styles: US hyperscalers invest in suppliers and share supply-chain resources to grow together, while Chinese cloud giants demand BoM disclosures and squeeze margins to around 7%.

2026-10-16 ~ 2026-10-16 · 2 related posts

• US vs Chinese hyperscalers: ecosystem-building capital vs BoM-squeezing 7% margins — jwt0625 · 2026-10-16
• US vs Chinese hyperscalers: Americans fund and schmooze, Chinese demand your BoM and cap you at 7% margin — jwt0625 · 2026-10-16