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Steve Eisman warns AI boom depends on OpenAI and Anthropic

Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle

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Steve Eisman warns AI boom depends on OpenAI and Anthropic

OpenAI and Anthropic represent 70% of AI revenue at Microsoft, Amazon, Google, and Oracle—a dangerous concentration of enterprise risk. Cheaper Chinese open-source models emerging; if they gain traction, price wars could compress cloud margins across major vendors.

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cryptobriefing.com1 g fa

Steve Eisman warns AI boom relies heavily on OpenAI and Anthropic

OpenAI and Anthropic generate ~70% of AI revenue for hyperscalers—a dangerous two-company dependency despite massive infrastructure capex. Cheaper Chinese open-weight models could trigger price wars, compress margins, and invalidate hyperscalers' AI ROI calculations.

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Steve Eisman warns AI boom depends on OpenAI and Anthropic

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Steve Eisman warns AI boom depends on OpenAI and Anthropic

Steve Eisman warns AI boom relies heavily on OpenAI and Anthropic

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'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom

Steve Eisman warns AI boom depends on OpenAI and Anthropic

'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom

Steve Eisman warns AI boom relies heavily on OpenAI and Anthropic