{"slug": "baidu-says-the-quiet-part-out-loud-you-cant-build-ai-infrastructure-so-clouds-in", "title": "Baidu says the quiet part out loud – you can’t build AI infrastructure, so clouds can cash in", "summary": "Based solely on the provided text, Baidu's CFO stated that GPU rentals are \"structurally higher margin than CPU cloud.\" The article's headline summarizes this by asserting that Baidu has openly acknowledged that most companies cannot build their own AI infrastructure, allowing cloud providers to profit from this demand.", "body_md": "MOST POPULAR\nEVENTS\n-\nThe Hardware Crunch: How Supply Chain Turbulence Is Forcing a New IT Playbook\nInfrastructure teams are facing a perfect storm: extended hardware lead times, rising costs driven by AI demand, and accelerated platform timelines.\n-\nFrom Prompt to Exploit: How LLMs Are Changing API Attacks\nModern applications are API-driven, interconnected, and often over-permissioned, making them an ideal target for AI-assisted attacks.\n-\nIdentity Resilience: The New Mandate for Cyber Survival\nJoin Druva experts for a compelling deep dive into what it takes to build an identity-first recovery strategy in this new threat landscape.\n-\nIdentity Resilience: The New Mandate for Cyber Survival\nJoin Druva experts for a compelling deep dive into what it takes to build an identity-first recovery strategy in this new threat landscape.\n-\nUnfriendly Followers: The Black Market For Your Identity\nThey’ll reveal how attackers use your profile as intel and show you how to make yourself harder to target\n-\nHow Agents are Reshaping AI Security\nAI adoption is accelerating and with it comes a new security challenge.\n-\nHow Agents are Reshaping AI Security\nAI adoption is accelerating and with it comes a new security challenge.\n-\nAI Found the Problem. Now What?\nAI is transforming the software development lifecycle, helping teams identify and remediate vulnerabilities before they reach production.\n-\nAgentic AI at Scale: From Pilot to Production\nJoin us to learn how to unlock real ROI by driving adoption of AI at scale.\nAI\n-\nOff-Prem\nBaidu says the quiet part out loud – you can’t build AI infrastructure, so clouds can cash in\nCFO says GPU rentals are ‘structurally higher margin than CPU cloud’\n-\nNetworks\nIran hints it could interfere with submarine cables in the Strait of Hormuz\nThreatens unspecified ‘fees’ and warns of economic consequences – yet only major kinetic action could stop data flows entirely\n-\nVIrtualization\nVMware quietly debuts Arm hypervisor tech preview\nSupports Nvidia Grace and Ampere processors\n-\nSecurity\nDo fear the Reaper - stealer swipes macOS users' passwords, wallets, then backdoors them\nWhile also spoofing all the trusted domains - Apple, Microsoft, and Google - in the same attack\n-\nAI + ML\nThe big AI companies are going to see their margins disappear\nAI will indeed eat the world – if your world involves software-size margins\nInfosec\n-\nOff-Prem\nBaidu says the quiet part out loud – you can’t build AI infrastructure, so clouds can cash in\nCFO says GPU rentals are ‘structurally higher margin than CPU cloud’\n-\nNetworks\nIran hints it could interfere with submarine cables in the Strait of Hormuz\nThreatens unspecified ‘fees’ and warns of economic consequences – yet only major kinetic action could stop data flows entirely\n-\nVIrtualization\nVMware quietly debuts Arm hypervisor tech preview\nSupports Nvidia Grace and Ampere processors\n-\nSecurity\nDo fear the Reaper - stealer swipes macOS users' passwords, wallets, then backdoors them\nWhile also spoofing all the trusted domains - Apple, Microsoft, and Google - in the same attack\n-\nAI + ML\nThe big AI companies are going to see their margins disappear\nAI will indeed eat the world – if your world involves software-size margins\nFOSS\n-\nBaidu says the quiet part out loud – you can’t build AI infrastructure, so clouds can cash in\nCFO says GPU rentals are ‘structurally higher margin than CPU cloud’\n-\nIran hints it could interfere with submarine cables in the Strait of Hormuz\nThreatens unspecified ‘fees’ and warns of economic consequences – yet only major kinetic action could stop data flows entirely\n-\nVMware quietly debuts Arm hypervisor tech preview\nSupports Nvidia Grace and Ampere processors\n-\nDo fear the Reaper - stealer swipes macOS users' passwords, wallets, then backdoors them\nWhile also spoofing all the trusted domains - Apple, Microsoft, and Google - in the same attack\n-\nThe big AI companies are going to see their margins disappear\nAI will indeed eat the world – if your world involves software-size margins\n-\nShai-Hulud copycat worm infects yet another npm package\nPlus three other stealers in three other packages, all from the same scumbag\nFEATURES\n-\nEurope built sovereign clouds to escape US control. Then forgot about the processors\n-\nNobody believes the 'criminals and scumbags' who hacked Canvas really deleted stolen student data\n-\nEurope wants out from under US tech – but first it has to find the exits\n-\nGNOME may rule Ubuntu Resolute Raccoon, but X.org isn't roadkill yet\n-\nOpenClaw, but in containers: Meet NanoClaw\n-\nOpen source registries don't have enough money to implement basic security\n-\nContain your Windows apps inside Linux Windows\n-\nThe Linux mid-life crisis that's an opportunity for Tux-led transformation\n-\nToo much AI for some, too little for others: Why AMD can't win with investors\n-\nHow agentic AI can strain modern memory hierarchies", "url": "https://wpnews.pro/news/baidu-says-the-quiet-part-out-loud-you-cant-build-ai-infrastructure-so-clouds-in", "canonical_source": "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", "published_at": "2026-05-19 06:52:46+00:00", "updated_at": "2026-05-19 07:30:21.097140+00:00", "lang": "en", "topics": ["artificial-intelligence", "cloud-computing", "hardware", "enterprise-software"], "entities": ["Baidu"], "alternates": {"html": "https://wpnews.pro/news/baidu-says-the-quiet-part-out-loud-you-cant-build-ai-infrastructure-so-clouds-in", "markdown": "https://wpnews.pro/news/baidu-says-the-quiet-part-out-loud-you-cant-build-ai-infrastructure-so-clouds-in.md", "text": "https://wpnews.pro/news/baidu-says-the-quiet-part-out-loud-you-cant-build-ai-infrastructure-so-clouds-in.txt", "jsonld": "https://wpnews.pro/news/baidu-says-the-quiet-part-out-loud-you-cant-build-ai-infrastructure-so-clouds-in.jsonld"}}