Money
Ed Zitron cites bank estimates of hyperscaler reliance on OpenAI and Anthropic
Tom Bilyeu Impact Theory
Wall Street Analysts Are Comparing This To Enron — We Had To React
What was said
"UBS estimates that 27% of Google Cloud's revenue this year will be OpenAI and Anthropic, increasing to over 48% next year. That is a remarkable amount of money."
Researcher Ed Zitron says UBS estimates OpenAI and Anthropic will account for 27% of Google Cloud revenue this year and more than 48% next year. He argues investors in Microsoft, Google and Amazon should scrutinise whether AI-related cloud demand is as diversified as markets assume, or concentrated in a small number of cash-burning customers.
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Attributed speaker claim
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- Programme
- Tom Bilyeu Impact Theory
- Episode
- Wall Street Analysts Are Comparing This To Enron — We Had To React
- Clip time
- 0:29
- Original source
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Tom Bilyeu Impact Theory