circular-deals
Everything on Ground Truth tagged “circular-deals” — 1 item.
The '70% of Cloud AI Revenue Comes From OpenAI and Anthropic' Figure Is Not Derivable News
A widely shared claim that most of Amazon, Microsoft and Google's AI revenue circles back from OpenAI and Anthropic rests on anonymous-source estimates, mismatched fiscal quarters and, for Google, an admission that the number cannot be calculated at all.