Half of major cloud backlogs may now be tied to OpenAI and Anthropic
GaryMarcus · x · 2026-07-29
Gary Marcus quotes Jessica Lessin’s remark that roughly half of the cloud backlog at Microsoft, Oracle, Google and Amazon is tied to OpenAI and Anthropic.
He frames it as a “circularity” joke: the industry wanted a singular breakthrough, but instead ended up with a self-reinforcing loop of massive cloud demand concentrated in a few frontier AI labs.
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