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Microsoft And Amazon Aren't Cheap: Analyst Says Earnings 'Mirage' Driven By OpenAI, Anthropic Dominating 50% Of Cloud Backlog
Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalersâ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. âTotal Mirageâ In Cloud Revenues Recent data reveals a staggering...
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