Tae Kim: Morgan Stanley estimates AI inference yields 60-80% margins
Tae Kim · RSI Is Closer Than People Think, Per Tae Kim · Jul 29, 2026 · at 15:11
Financial analyst Tae Kim argues on TBPN that hyperscaler GPU cloud infrastructure constitutes an extraordinarily profitable business.
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“Like Morgan Stanley says, if you do inference, it's 60 to 80% profit margins, right?”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
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