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baldur@toot.cafe ("Baldur Bjarnason") wrote:
"The mysterious $53bn ‘other income’ boost to AI hyperscaler earnings"
> Alphaville was mainly curious about the “other income” parts of their earnings reports, which in several cases had a meaningful impact. And by meaningful, we mean YUGE.
And
> OpenAI and Anthropic now make up about half of the entire cloud computing order books at Oracle, Alphabet, Amazon and Microsoft.
😲