OpenAI and Anthropic Emerge as Major Cloud Infrastructure Buyers

PANews posted on X (formerly Twitter). OpenAI and Anthropic are becoming significant buyers in the global cloud infrastructure market. Among the future commitments and backlog orders of major cloud providers such as Microsoft, Oracle, Google, and Amazon, OpenAI and Anthropic have secured nearly half of the backlog orders. The competition in AI has intensified, shifting from algorithm development to resource acquisition. Those who can access more foundational resources are likely to have a better chance of succeeding in the large-scale AI race.