May. 19 at 12:17 PM
$BIDU
Baidu says the quiet part out loud – you can’t build AI infrastructure, so clouds can cash in!!!
Baidu has told investors its rare ability to build and operate AI infrastructure at scale represents a new high-margin business that its customers can’t avoid!
Baidu’s GPU cloud “is structurally higher margin than traditional CPU cloud, driven by stronger demand, tighter supply chain, higher technical barriers and pricing power.” He added his view that AI applications are “naturally high-margin business, driven by sticky and subscription-based models and operating leverage over time.”
😃👍🏻💰💰
