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AI Revenue Loop: Are Big Tech Cloud Deals Built on Circular Accounting?
TLDR: OpenAI and Anthropic make up over half of Big Tech’s $2 trillion future cloud backlog combined. Microsoft’s $13B OpenAI inve...
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The Compute Cartel: How Microsoft, Amazon, and Google Control Every Major AI Lab
TLDR: Amazon, Microsoft, and Google invest billions in AI labs, then collect that money back as locked-in cloud revenue. Within 16...