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.
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