Microsoft, Google and Amazon now depend on two money-losing AI firms
Ed Zitron reports OpenAI and Anthropic supply 70% or more of the AI revenue at three big clouds.
Microsoft, Google, and Amazon's growth depends on two companies that lose tens of billions of dollars a year. In a newsletter post, "Where's Your Ed At" reported on analyst estimates from Wells Fargo, Barclays, UBS, and Deutsche Bank.
Wells Fargo estimates Microsof…
