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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Analysts estimate that 70%+ of Microsoft, Google and Amazon's present and future AI revenues are from Anthropic and OpenAI's compute spend and model sales. Outside of two unsustainable AI labs, demand barely exists, and they've massively overbuilt capacity.
https://www.wheresyoured.at/the-ai-demand-bubble/
2026-08-04T16:26:35.068Z