this post was submitted on 19 May 2026
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The big AI companies are going to see their margins disappear (www.theregister.com)
submitted 1 day ago by supersquirrel@sopuli.xyz to c/technology@midwest.social
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[โ€“] jello@programming.dev 2 points 19 hours ago

He argues that models will become commodity infrastructure and that innovation and pricing power will have to move up the stack.

The likely winners will be the companies that control software distribution and delivery โ€“ operating system vendors like Apple, Google, and Microsoft, and cloud service providers like Amazon, Google, and Microsoft.