The big AI companies are going to see their margins disappear

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.

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