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ዮሴፍ ዘ_ORTHÕDOX❤️‍🩹🇪🇹
ዮሴፍ ዘ_ORTHÕDOX❤️‍🩹🇪🇹
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Tuesday 20 October 2026 04:50:49 GMT
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Who’s actually paying for the trillion-dollar AI bet? This is episode 2 of “Inside the AI Economy” and the question is: is AI really a bubble? Morgan Stanley projects that Amazon, Google, Meta, Microsoft and Oracle will spend over $1 trillion in 2027. They’re building data centers and buying chips because they expect demand to keep growing. But follow the money, and you realize how much that demand is concentrated. OpenAI alone supplied an estimated 70% of Microsoft’s AI revenue in the financial year ending June 2026. Anthropic has promised over half a trillion dollars for computing over roughly ten years. It has to pay about 80% of that bill even if the capacity goes unused. And while the the labs are growing very fast, their customers haven’t promised to keep spending. Just two customers supplied almost a quarter of Anthropic’s revenue in 2025. Those customers can switch providers, build their own models or choose cheaper open models. Competition also puts pressure on prices. So growing demand doesn’t guarantee that OpenAI and Anthropic will capture enough money to cover their bills. Meanwhile, suppliers help finance the labs. Microsoft and Nvidia pledge investments; the labs commit to buying computing power from them. That money keeps the build-out going. But eventually, customers have to make the investment worthwhile. If growth falls short, we could have a domino effect, where the consequences spread from the labs to their suppliers and investors. If you’re new here, I’m Sara. I’ve worked in AI for the past ~10 years, and I’m now working with the an AI research lab in San Francisco. Make sure to follow, because in episode three we’re going behind the the real reason why we can’t stop AI. If you like these deep dives, you’ll find a lot more in my newsletter. Comment “newsletter” and I’ll send you the link. #aieconomy #hyperscalers #aibubble
Who’s actually paying for the trillion-dollar AI bet? This is episode 2 of “Inside the AI Economy” and the question is: is AI really a bubble? Morgan Stanley projects that Amazon, Google, Meta, Microsoft and Oracle will spend over $1 trillion in 2027. They’re building data centers and buying chips because they expect demand to keep growing. But follow the money, and you realize how much that demand is concentrated. OpenAI alone supplied an estimated 70% of Microsoft’s AI revenue in the financial year ending June 2026. Anthropic has promised over half a trillion dollars for computing over roughly ten years. It has to pay about 80% of that bill even if the capacity goes unused. And while the the labs are growing very fast, their customers haven’t promised to keep spending. Just two customers supplied almost a quarter of Anthropic’s revenue in 2025. Those customers can switch providers, build their own models or choose cheaper open models. Competition also puts pressure on prices. So growing demand doesn’t guarantee that OpenAI and Anthropic will capture enough money to cover their bills. Meanwhile, suppliers help finance the labs. Microsoft and Nvidia pledge investments; the labs commit to buying computing power from them. That money keeps the build-out going. But eventually, customers have to make the investment worthwhile. If growth falls short, we could have a domino effect, where the consequences spread from the labs to their suppliers and investors. If you’re new here, I’m Sara. I’ve worked in AI for the past ~10 years, and I’m now working with the an AI research lab in San Francisco. Make sure to follow, because in episode three we’re going behind the the real reason why we can’t stop AI. If you like these deep dives, you’ll find a lot more in my newsletter. Comment “newsletter” and I’ll send you the link. #aieconomy #hyperscalers #aibubble
مكتوم لحم بطريقة سهلة ولذيذه👌🏼🔥 #مشعل_عقيلي #طبخاتي #طبخ #وصفات_سهله #بهارات_أمي
مكتوم لحم بطريقة سهلة ولذيذه👌🏼🔥 #مشعل_عقيلي #طبخاتي #طبخ #وصفات_سهله #بهارات_أمي
Túi rác có dây rút #diepcoine #tuirac
Túi rác có dây rút #diepcoine #tuirac
omg 👇
omg 👇
مقرر 🎤 حضرت مولانا مفتي محمد طاھر صاحب ھاليجوي انتھائي اھم ڪلپ #ٽيمjuiگھوٽڪي #ميڊياڪوريج #سوشل #اسلامي #بيانات #𝕧𝕚𝕣𝕒𝕝𝕡𝕠𝕤𝕥𝕗𝕒𝕔𝕖𝕓𝕠𝕠𝕜 🌟 You can support me by sending Stars. Stars help me earn money to make more content!
مقرر 🎤 حضرت مولانا مفتي محمد طاھر صاحب ھاليجوي انتھائي اھم ڪلپ #ٽيمjuiگھوٽڪي #ميڊياڪوريج #سوشل #اسلامي #بيانات #𝕧𝕚𝕣𝕒𝕝𝕡𝕠𝕤𝕥𝕗𝕒𝕔𝕖𝕓𝕠𝕠𝕜 🌟 You can support me by sending Stars. Stars help me earn money to make more content!


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