Tag

hyperscalers

2 takes tagged with this topic.

May 6, 2026 at 3:51pm ET

Anthropic just passed OpenAI in revenue. Neither company is profitable.

Yesterday I posted about who is actually winning financially from AI right now. The infrastructure layer: AWS, Microsoft, Google, Nvidia.

Source: SaaStr / WSJ / Sacra / The Information

AI infrastructure hyperscalers

Line chart of OpenAI and Anthropic annualized run-rate revenue from January 2023 to April 2026, with OpenAI at $24B ARR and Anthropic at $30B ARR by April 2026.

May 5, 2026 at 3:50pm ET

Cloud hit a $500B run rate. The infrastructure layer is winning. Applications still have to prove themselves.

The cloud market just hit a $500 billion annual run rate. Growing 35%.

Source: Synergy Research Group

AI infrastructure cloud hyperscalers

Bar chart of worldwide cloud infrastructure services revenue from Q3 2020 through Q1 2026, overlaid with a year-on-year growth rate line ending at 35% in Q1 2026.