{"slug": "the-big-ai-companies-are-going-to-see-their-margins-disappear", "title": "The big AI companies are going to see their margins disappear", "summary": "Based solely on the provided text, the article titled \"The big AI companies are going to see their margins disappear\" argues that major AI firms are facing a future of shrinking profits. This is due to a \"hardware crunch\" where supply chain issues, rising costs from AI demand, and accelerated platform timelines are creating a \"perfect storm\" for infrastructure teams. The article also warns that \"Big AI\" is subverting regulations in a manner similar to the tobacco and oil industries.", "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-\noffbeat\nYes, you can serve a website from a $1 microcontroller\nWell, page is more accurate, but the source code is available if you want to try doing something even crazier\n-\nSecurity\nLinux kernel flaw opens root-only files to unprivileged users\nPlus ModuleJail, a radical proposal for minimizing the impact of similar bugs\n-\nNetworks\nEurope tests laser links as satellite comms outgrow radio\nGreek mountaintop ground station aims infrared beams at CubeSats in ESA-backed optical networking trial\n-\nCyber-crime\nDutch cops’ shame game works wonders as most wanted scammers now turned in\nGame Over?! gamified the identification of scammers who sought thrills from terrorising the elderly\n-\nAI + ML\n'Big AI' is subverting regulations just like tobacco and oil firms\nResearchers warn that regulatory capture means industry concerns trump those of citizens\nInfosec\n-\nCyber-Crime\nShai-Hulud copycat worm infects yet another npm package\nPlus three other stealers in three other packages, all from the same scumbag\n-\nOn-prem\nMAGA's Mace wants to make power bills great again, calls for datacenter moratorium\nEven self-described ‘Trump in high heels’ candidate warns bit barns could send power bills soaring\n-\nsystems\nUncle Sam's next big supercomputer might use something more exotic than GPUs\nChip startup NextSilicon's high-performance-computing-focused accelerators get Sandia National Lab's stamp of approval\n-\noffbeat\nYes, you can serve a website from a $1 microcontroller\nWell, page is more accurate, but the source code is available if you want to try doing something even crazier\n-\nSecurity\nLinux kernel flaw opens root-only files to unprivileged users\nPlus ModuleJail, a radical proposal for minimizing the impact of similar bugs\nFOSS\n-\nShai-Hulud copycat worm infects yet another npm package\nPlus three other stealers in three other packages, all from the same scumbag\n-\nMAGA's Mace wants to make power bills great again, calls for datacenter moratorium\nEven self-described ‘Trump in high heels’ candidate warns bit barns could send power bills soaring\n-\nUncle Sam's next big supercomputer might use something more exotic than GPUs\nChip startup NextSilicon's high-performance-computing-focused accelerators get Sandia National Lab's stamp of approval\n-\nYes, you can serve a website from a $1 microcontroller\nWell, page is more accurate, but the source code is available if you want to try doing something even crazier\n-\nLinux kernel flaw opens root-only files to unprivileged users\nPlus ModuleJail, a radical proposal for minimizing the impact of similar bugs\n-\nEurope tests laser links as satellite comms outgrow radio\nGreek mountaintop ground station aims infrared beams at CubeSats in ESA-backed optical networking trial\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/the-big-ai-companies-are-going-to-see-their-margins-disappear", "canonical_source": "https://www.theregister.com/ai-ml/2026/05/18/the-big-ai-companies-are-going-to-see-their-margins-disappear/5242227", "published_at": "2026-05-18 22:33:02+00:00", "updated_at": "2026-05-19 01:01:05.401561+00:00", "lang": "en", "topics": ["artificial-intelligence", "large-language-models", "cybersecurity", "hardware", "cloud-computing"], "entities": ["Druva", "LLMs", "API"], "alternates": {"html": "https://wpnews.pro/news/the-big-ai-companies-are-going-to-see-their-margins-disappear", "markdown": "https://wpnews.pro/news/the-big-ai-companies-are-going-to-see-their-margins-disappear.md", "text": "https://wpnews.pro/news/the-big-ai-companies-are-going-to-see-their-margins-disappear.txt", "jsonld": "https://wpnews.pro/news/the-big-ai-companies-are-going-to-see-their-margins-disappear.jsonld"}}