Zitron: 70% of hyperscaler AI revenue flows from OpenAI, Anthropic
Analyst notes from Wells Fargo, Barclays and UBS estimate 70%+ of Microsoft, Google and Amazon's AI revenue comes from OpenAI or Anthropic, per Ed Zitron's newsletter. UBS also projects Anthropic and OpenAI's compute spend will equal 48% of all Google Cloud revenue next year.
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