Google’s margin hit could favor infra vendors that let it bring its own stack
BenBajarin · x · 2026-07-23
Ben Bajarin argues that Google's earnings comments point to a practical infrastructure constraint: margins are taking a hit because Google has to rely on third-party infrastructure.
His reading is that this may push Google toward vendors who can let it bring its own infra rather than forcing a higher margin penalty. In his view, that makes pure neoclouds or maybe even GPUaaS less attractive, while AI infrastructure REITs could be better positioned.
More from Infra
- AMD releases Lemonade 11.5 with a completed Lemonade Router — Fcking_Chuck · 2026-07-23
- Image generation slows from 20 seconds to over a minute after 20–30 batches — Greyblades2 · 2026-07-23
- Ben Bajarin says AWS and Azure may look much closer on next week’s cloud chart — BenBajarin · 2026-07-23
- Compute may matter more than we think at every layer of the AI stack — rakyll · 2026-07-23
- Inference at scale is the real inflection point, Ben Bajarin says — BenBajarin · 2026-07-23
- Agent sandbox OS runs AI code in AWS Lambda microVMs through MCP — dhana36 · 2026-07-23