Don’t Look Up

E tutto legato ai soldi raccolti da investitori di openai e anthropic. Arriveranno abbastanza soldi dai clienti ? Stephen Ju of UBS estimates that Amazon’s AI revenue — 73%+ of which is OpenAI and Anthropic’s compute spend and revenue share (per Barclays) — accounts for 26% of AWS’ 2026 revenue and 30% of AWS’ 2027 [ ]