US vs Chinese hyperscalers: Americans fund and schmooze, Chinese demand your BoM and cap you at 7% margin
jwt0625 · x · 2026-10-16
A wry comparison of hyperscaler procurement styles: US cloud giants approach suppliers with money, supply-chain intros, and co-marketing angles, while Chinese hyperscalers demand to see your bill of materials and squeeze margins down to 7% — take it or leave it, with two other vendors waiting in line. The post highlights stark differences in bargaining power and negotiation culture across the AI compute supply chain.
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