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AI Revenue Loop: Are Big Tech Cloud Deals Built on Circular Accounting?
TLDR: OpenAI and Anthropic make up over half of Big Tech’s $2 trillion future cloud backlog combined. Microsoft’s $13B OpenAI inve...
TLDR: OpenAI and Anthropic make up over half of Big Tech’s $2 trillion future cloud backlog combined. Microsoft’s $13B OpenAI inve...