Comment on Microsoft's AI Sales Mostly Come from OpenAI, Disclosures ShowComments−HarHarVeryFunny1moWhat about Google and Amazon I wonder ?How much of their cloud/AI revenue is organic reflecting actual business usage, and how much from Anthropic, especially for Amazon ?−mapping365OP1moIt's largely the same. And it's Jensen circular deals that providing the cash in the first place.
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What about Google and Amazon I wonder ?
How much of their cloud/AI revenue is organic reflecting actual business usage, and how much from Anthropic, especially for Amazon ?
It's largely the same. And it's Jensen circular deals that providing the cash in the first place.