OpenAI: Accounts for Half of $2T Cloud Backlog
OpenAI and Anthropic represent over half the $2 trillion future cloud backlog at Microsoft, Oracle, Google and Amazon per latest filings.
SourceAnalysis
OpenAI and Anthropic alone represent more than half the entire $2 trillion future cloud backlog reported by Microsoft, Oracle, Google and Amazon, according to corporate filings released May 23 2026, prompting fresh scrutiny of AI industry impact and revenue sustainability.
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