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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Per UBS, OpenAI and Anthropic will account for 27% of Google Cloud's 2026 revenue and more than 48% of 2027's. Investors are being sold a story about diverse AI demand that is simply not true - hyperscalers spent a trillion dollars to feed money back to themselves and pretend it's real growth.
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2026-07-31T22:17:06.010Z