💻 **Baidu says the quiet part out loud – you can’t build AI infrastructure, so clouds can cash in**

CFO says GPU rentals are ‘structurally higher margin than CPU cloud’

🔗 https://www.theregister.com/off-prem/2026/05/19/baidu-says-the-quiet-part-out-loud-you-cant-build-ai-infrastructure-so-clouds-can-cash-in/5242344

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