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Where's Your Ed At
Read the full articleFinancial analysis reveals that OpenAI and Anthropic together generate over 70% of AI revenues for Microsoft, Google, and Amazon, highlighting their dominant role in the AI market. UBS estimates Anthropic and OpenAI's compute spending will represent nearly half of Google Cloud's revenues next year, underscoring their significant impact on cloud services and AI growth.
- News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue· 2 sources
- The AI Demand Bubble· Where's Your Ed At
- Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag· TechCrunch
- Microsoft’s Azure just crossed $100bn a year, and the AI bet mostly paid off· The Next Web
