Barclays research: For every 100 dollars an AI model company earns, about 35 to 40 dollars flow to the three cloud giants
Latest Barclays report reveals the profit distribution truth of the AI industry chain: for every 100 dollars of revenue a model company creates, 35 to 40 dollars flow to Amazon AWS, Microsoft Azure, and Google GCP as inference compute fees. Cloud service providers can earn 10 to 20 dollars of operating profit, with profit margin up to 45%.
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