Compute shortage could let Amazon, Microsoft and Google lift margins
RihardJarc · x · 2026-07-22
$AMZN, $MSFT, and $GOOGL are expected to pass on the cost of the compute shortage to customers.
The post argues that investors may be underestimating the shortage: instead of compressing margins back toward the pre-AI era, scarce compute could let the big cloud providers raise prices and lift margins for the next few years.
More from Infra
- Firecrawl says its new /search hits SOTA on SimpleQA with 10x fewer tokens — devdigest · 2026-07-23
- Blockmachine turns SN19 into an RPC market and adds $5,000 monthly rewards for archive nodes — bittingthembits · 2026-07-23
- A Novel Idea for API Rate Limits: Dynamic Token Pricing and Bidding — yenkel · 2026-07-23
- GPT-5.6 Sol is 34% of OpenRouter spend on just 15% of tokens — maferase · 2026-07-23
- PyTorch CTO frames vLLM and SGLang as a cheaper way to buy useful AI work — PyTorch · 2026-07-23
- Rubin uses 2:4 attention sparsity to cut bandwidth and storage — nrehiew_ · 2026-07-22