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PaidMSFT2 min read

Infrastructure-heavy growth dilutes gross margin, by design

Priya NairDemoMega-cap & AI capex

Selling AI capacity is a lower gross margin business than selling software licences. The mix shift shows up in the margin whether growth is good or not.

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How I separate mix dilution from genuine margin pressure.

Priya Nair covers mega-cap & ai capex. Every call is captured from live market data — never self-reported.

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The author holds no position in the instruments discussed. Opinion. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Past performance is not a reliable indicator of future results.