Anthropic & OpenAI now make for $2T revenue backlog of Google & other cloud providers
timesofindia.com / May 11, 2026, 15:13 (IST)
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.