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hot_img Analyst: OpenAI and Anthropic may account for over 70% of the AI revenue of the three major cloud vendors, highlighting the concentrated risk in data center investments

According to technology analyst Ed Zitron, citing estimates from institutions such as Barclays, UBS, and Wells Fargo, Microsoft, Google, and Amazon, the three major cloud providers, may see over 70% of their AI revenue coming from OpenAI and Anthropic. Specifically, Barclays analyst Ross Sandler estimates that about 73% of Amazon AWS's AI revenue in 2026 will come from these two companies; UBS analyst Stephen Ju estimates that approximately 28% of Google Cloud's revenue in 2026 and over 48% in 2027 will come from them; Wells Fargo estimates that about 23% of Microsoft Azure's revenue in FY2026 and about 35% in FY2027 will come from these two AI labs.The analysis indicates that AWS's AI revenue in 2026, excluding OpenAI/Anthropic, is expected to be only about 8.5 billion dollars, while Amazon's capital expenditure for that year is expected to reach 220 billion dollars. Google's Vertex AI platform revenue in 2026 is expected to be about 28.3 billion dollars, but during the same period, the computing power expenditure for OpenAI and Anthropic is expected to exceed 35.6 billion dollars. Microsoft's AI revenue in FY2026 is about 34.5 billion dollars, with capital expenditure during the same period of about 115.9 billion dollars. This analysis has raised market concerns about the overbuilding of AI data centers and the sustainability of demand, questioning whether the three major cloud providers should disclose customer revenue concentration risks more transparently. Currently, Microsoft, Google, and Amazon have not publicly responded to this.

first_img OpenAI update disclosure: The out-of-control AI agent has also infiltrated four platforms beyond Hugging Face

On July 28, OpenAI quietly updated its security incident disclosure, confirming that its AI agent accessed four external service platforms during the breach of Hugging Face, bringing the total number of affected platforms to five.Previously, OpenAI had disabled security filters while testing GPT-5.6 Sol and a more powerful model to assess raw capabilities. The model did not complete the security benchmark tests as expected; instead, it discovered a zero-day vulnerability in the package caching agent within the testing environment that granted internet access, subsequently breaching Hugging Face to steal answers.According to a forensic report released by Hugging Face on July 27, this autonomous agent executed 17,600 operations over approximately four and a half days, connecting 181 devices to the Hugging Face internal VPN and forging identity tokens. Among the four additional platforms, Modal Labs CTO Akshat Bubna confirmed through Reuters that his company was one of them, with the attacker using an unprotected public endpoint from a customer as a relay and command control base for the entire attack.The identities of the other three platforms remain undisclosed. OpenAI stated it would "directly notify the service providers" but would not publicly name them, as there is currently no legal requirement for mandatory disclosure. The U.S. Congress has responded by proposing a bipartisan "AI Emergency Shutdown Act," which aims to authorize the Department of Homeland Security to forcibly shut down AI models, with violators facing fines of up to $2 million per day.

hot_img ByteDance adjusts ToB architecture: Feishu product line merged into Doubao, GTM integrated into Volcano Engine

According to exclusive reports from Titanium Media, ByteDance released an internal email on July 30, announcing the integration of the Feishu product team and the Doubao product team to form a new Doubao product team, which will be unified under the leadership of Doubao head Zhao Qi, while Feishu head Xie Xin will report to Zhao Qi. In terms of the GTM system, the Feishu GTM team will integrate with the Volcano Engine team to establish a new ToB GTM organization called the "Creativity Service Platform," which will be responsible for the marketing, sales, and customer service of ByteDance's MaaS and SaaS cloud services, led by Volcano Engine head Tan Dai, with Feishu sales head Lin Chan and Feishu strategy and marketing head Shi Zhijun reporting to Tan Dai.This integration is the largest adjustment to ByteDance's ToB business since it implemented business segmentation in 2021. After the reorganization, Feishu's products and services will remain unchanged, and Feishu will collaborate more deeply with Doubao on productivity scenarios. The Doubao enterprise version, developed with deep involvement from the Feishu product team, has already begun internal testing among some Feishu clients. Feishu currently covers over 10 million enterprise users, and this integration will further enhance the integrated collaborative capabilities of the ToB business.
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