OpenAI's $100B+ funding needs spark investor concerns over AI spending risks
OpenAI's massive funding requirements raise eyebrows as investors question the sustainability of AI spending, per Acquirers Podcast.
AI Spending
Latest AI Spending coverage.
Anthropic wins in 3 states as OpenAI dominates US AI spending
California, Montana, and Massachusetts lead in spending on Anthropic's AI over OpenAI, per YipitData.
Oracle to cut thousands more in September, burning $23.7B on AI
Oracle plans another round of layoffs in September 2026 as it spends $55.7B on AI infrastructure, posting negative $23.7B in free cash flow.
OpenAI and Anthropic: 1% of customers drive 80% of revenue
OpenAI and Anthropic each see 80% of their revenue come from just 1% of customers, with two clients making up a quarter of Anthropic's total.
Steve Eisman warns AI sector's future hinges on OpenAI and Anthropic's spending, valuations
Steve Eisman warns the AI trade's future depends on OpenAI and Anthropic, with potential tech sector selloffs if spending slows.
Nvidia, Microsoft, and OpenAI lead as global AI spending hits $2.5 trillion in 2026
Nvidia, Microsoft, and OpenAI are among the key players as global AI spending surpasses $2.5 trillion in 2026, reshaping markets worldwide.
ASML raises 2026 revenue forecast to €45B as AI chip demand surges
ASML boosts 2026 revenue guidance to €43-45B, driven by AI infrastructure spending and 45% EUV growth.