AI cloud infrastructure
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 13, 2025 by Ranjan Roy · across every show →
Everything said about AI cloud infrastructure, oldest first
Oct 13, 2025 bearish
Roy: AI Infrastructure Will Top Out at 20-30% Margins, Not 70%
“In reality, like, there's no reason that the margin profile should change over time. Like, maybe it starts to improve, but it's incremental. Maybe you get to 20, 25%. Maybe you squeeze out 30%. But in reality, like, this is a different business than the sleepy…”