Google Cloud Expected to Generate Over 48% of Revenue from OpenAI and Anthropic by 2027
It is estimated that OpenAI and Anthropic will account for more than 48% of Google Cloud's revenue in 2027. The increasing demand for AI infrastructure is expected to drive revenue growth, leading to a higher dependence on large customers. According to UBS analysis, the combined revenue share of the two companies could exceed 48%. Alphabet does not disclose cloud revenue by customer, so this figure is an estimate rather than an official result. In the second quarter of 2026, Google Cloud's revenue reached $24.8 billion, an 82% increase year-over-year, with a backlog expanding to $514 billion. CEO Sundar Pichai explained that the demand for AI infrastructure and solutions is driving the growth of Google Cloud. Alphabet raised its capital expenditure outlook for 2026 to between $195 billion and $205 billion, while the free cash flow for the second quarter recorded a deficit of $5.9 billion. OpenAI added Google Cloud as a compute provider in 2025, and Anthropic announced an expansion of TPU usage with Google Cloud in April 2026. Anthropic signed a $200 billion contract with Google Cloud for five years, which accounts for about 39% of Google Cloud's backlog. The profitability of these two customers needs to be viewed separately, as OpenAI burned through $3.7 billion in the first quarter of 2026.
-- Price
This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.
You may also like

Digital Yuan Platform SuMaotong Launches Commercial Services, Demonstrates T+0 Cross-Border Payment Functionality

The Standard Reserve, an On-Chain Central Bank, to Launch on September 14

唐华斑竹: StableJack Completes Ecosystem Integration with GOAT Flow

Arthur Hayes: Return of Japanese Capital and AI Debt Present Liquidity Variables

Will the Fed's Rate Hike Fail to Control Inflation? The 'Inflation Dilemma' Created by Tariffs, Oil Prices, and AI

The Illusion of ARB Recovery: Why the Token's Rise Doesn't Seem Reliable Yet

Oracle Surpasses Revenue with AI: What Explains the Turnaround

Visa’s $2.5 billion crypto credit bet puts card settlement financing onchain

Circle to Withdraw USDC Support on Noble and Shut Down CCTP V1

Oil Above $100: What Changes for Petrobras and the Ibovespa

$1 Billion in Stablecoins Enter Binance, but $16 Billion in Liquidity Exits

Brent Price Forecasts Soar to $90, HSBC Warns: Risk of $120

BCRA expects a $4.4 billion offer from companies and provinces to support dollar purchases

The Journey to Agentic Payment: The Real Challenge Lies in the Middle Path

Reya Transitions from Automated Market Maker to Order Book, Changes 12 Markets to Reduce-Only Mode

Porsche Sells Stake in Bugatti for 1 Billion Euros

Meta Stock Jumps 6.7% After Launching Muse: Its First Personal AI Agent

AAPL Stock Price Prediction: What Wall Street Expects After the Foldable Launch

Difference Between Market Order and Limit Order on Indodax, Which is Better? - Fintech World

Bank of Communications Launches Cross-Border Trade Service Based on Digital Currency Infrastructure

BCA Macro Outlook: How Much Longer Can U.S. Stocks Rise? The AI Investment Cycle May Only Have Completed Two-Thirds

Surge in Oil Prices and Decline in Cryptocurrency Market Value in the Last 24 Hours

Bitwise Raises Possibility of Bitcoin Reaching All-Time High in 2026

Reassessing NEAR's Investment Logic: Has Trading Volume Taken Off, and Can Token Value Keep Up?

Japan’s 3% bond yield challenges U.S. Treasuries

What is hedging? The trading minute

Cypher Asia 2026 Hong Kong Summit Concludes Successfully: 22 Industry Leaders Discuss the New Future of Intelligent Crypto Finance

Bitcoin sell pressure drops to one-month low as long-term holders reduce profit taking

What is Starknet? Reasons for the Supply Cap of 10 Billion in Published Information










