Ant's own data centers and models on in-house inference silicon will boost margins
BenBajarin · x · 2026-10-27
Analyst Ben Bajarin notes that Ant Group running its own data centers, with its own models baked into its own inference silicon, will only further increase its margins.
More from Companies & People
- UCSB CS Prof. Xifeng Wang lands 3 grants worth $180K+ for practical agentic AI research — xwang_lk · 2026-10-27
- EMNLP keynote: industry does read academic NLP papers, it just rarely credits them — srchvrs · 2026-10-27
- Anthropic's $80B "loss" is mostly convertible-note accounting, not cash burn — beffjezos · 2026-10-27
- Anthropic's IPO filing reveals unusual succession plan: confidential ranked lists of up to 10 successors per founder — annatonger · 2026-10-27
- University of Freiburg's Generative Intelligence Lab recruiting funded PhDs via ELLIS, apply by Oct 31 — yuyinzhou_cs · 2026-10-27
- Karel Vuong's 'Goated Designers' list spans Vercel, X, Cursor, Linear — evilrabbit_ · 2026-10-27