BackAnthropic & OpenAI now make for $2T revenue backlog of Google & other cloud providers

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Times of India11.05.2026GeneralIndia

Anthropic & OpenAI now make for $2T revenue backlog of Google & other cloud providers

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AI giants Anthropic and OpenAI are set to dominate future cloud revenues, reportedly accounting for half of a massive $2 trillion backlog. These companies' substantial, multi-year spending commitments, reaching hundreds of billions, are significantly shaping the financial outlook for major cloud providers like Google, Amazon, and Microsoft, highlighting a massive shift in infrastructure demand.

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Anthropic &amp; OpenAI now make for $2T revenue backlog of Google &amp; other cloud providers

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Anthropic & OpenAI now make for $2T revenue backlog of Google & other cloud providers