Chart: OpenAI and Anthropic commits make up 43-54% of Big Four cloud backlogs
edzitron · x · 2026-10-14
Ed Zitron shared an "AI Whales" chart amid his spat with Gavin Baker showing OpenAI and Anthropic's spending commitments as a share of the four biggest US cloud providers' revenue backlog: Microsoft $627B (49% from the two), Oracle $553B (54%), Google $467.6B (43%), Amazon $464B (51%, incl. April Anthropic deal). OpenAI commits: $280B Microsoft, $300B Oracle, $138B Amazon; Anthropic: $200B Google, $100B Amazon, $30B Microsoft. Source: company filings and The Information, as of March 31.
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