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Steve Eisman Warns AI Boom Depends on OpenAI, Anthropic; 70% of Tech Giants' AI Revenue at Risk

AI Industry News

2026-08-13 21:01:55

MSFT2.37%

AMZN3.27%

ORCL4.75%

According to CNBC, veteran investor Steve Eisman warned on August 11 that the current AI boom is increasingly dependent on the fortunes of OpenAI and Anthropic. Eisman stated that approximately 70% of AI-related revenue for Microsoft, Amazon, Google, and Oracle comes from the two startups, accounting for 25%-35% of these companies' total cloud computing revenue. Eisman identified open-source AI models as the major threat to the industry, saying that if both companies face significant setbacks, lower-cost alternatives could capture substantial market share, triggering intense competition.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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Comment

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Zatochi69

· 08-13 21:27

2026 GOGOGO 👊

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