Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
UBS estimates that 48% of Google Cloud's 2027 revenues will come from Anthropic and OpenAI, who represent 70% of AI revenues across Amazon, Google and Microsoft.
For hyperscalers to meet analyst expectations, AI labs must raise hundreds of billions of dollars in the next three years.
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2026-08-12T13:23:05.767Z