Unverified50% confidencePredictionExact time
A report by UBS analyst Steven Zhu shows that next year 48% of Google Cloud's total revenue will come from OpenAI and Anthropic, with the projected amount reaching $124 billion.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
9/12/2026
First Seen
Valid until: 12/11/2026
Sources
Related Entities
Related Claims
UnverifiedGoogle Cloud Vertex AI托管Claude模型，Google对Anthropic的投资规模达到数十亿美元量级72% similarUnverifiedGoogle disclosed monthly active user figures in its competition with OpenAI and Anthropic to demonstrate its scale advantage.68% similarUnverifiedGoogle for Startups Cloud Program为符合条件的初创公司最高提供35万美元的Google Cloud信用额度，使用期限通常为两年68% similarUnverifiedClosed-source vendors such as OpenAI, Anthropic, and Google are backed by the funding and compute resources of cloud giants including Microsoft, Amazon, and Google.67% similarUnverifiedIn August 2024, Google brought Shazeer and other core team members into Google DeepMind at an equivalent valuation of approximately $2.5 billion through a technology licensing agreement, rather than a direct acquisition.67% similar
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