{"slug": "microsoft-google-and-amazon-now-depend-on-two-money-losing-ai-firms", "title": "Microsoft, Google and Amazon now depend on two money-losing AI firms", "summary": "Microsoft, Google, and Amazon now rely on two money-losing AI firms for growth, according to a newsletter post by Ed Zitron citing analyst estimates from Wells Fargo, Barclays, UBS, and Deutsche Bank. Wells Fargo estimates Microsoft's AI revenue at $34.43 billion, with about 70% coming from OpenAI.", "body_md": "Microsoft, Google, and Amazon's growth depends on two companies that lose tens of billions of dollars a year. In [a newsletter post](https://www.wheresyoured.at/dont-look-up/), \"Where's Your Ed At\" reported on analyst estimates from Wells Fargo, Barclays, UBS, and Deutsche Bank.\n\nWells Fargo estimates Microsoft's AI revenue at $34.43 billion, with about 70% coming from OpenAI. — [Read the rest ](https://boingboing.net/2026/08/12/zitron-ai-revenue-two-companies.html)\n\nThe post [Microsoft, Google and Amazon now depend on two money-losing AI firms](https://boingboing.net/2026/08/12/zitron-ai-revenue-two-companies.html) appeared first on [Boing Boing](https://boingboing.net).", "url": "https://wpnews.pro/news/microsoft-google-and-amazon-now-depend-on-two-money-losing-ai-firms", "canonical_source": "https://boingboing.net/2026/08/12/zitron-ai-revenue-two-companies.html", "published_at": "2026-08-12 12:30:00+00:00", "updated_at": "2026-08-12 12:40:49.049241+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-policy"], "entities": ["Microsoft", "Google", "Amazon", "OpenAI", "Wells Fargo", "Barclays", "UBS", "Deutsche Bank"], "alternates": {"html": "https://wpnews.pro/news/microsoft-google-and-amazon-now-depend-on-two-money-losing-ai-firms", "markdown": "https://wpnews.pro/news/microsoft-google-and-amazon-now-depend-on-two-money-losing-ai-firms.md", "text": "https://wpnews.pro/news/microsoft-google-and-amazon-now-depend-on-two-money-losing-ai-firms.txt", "jsonld": "https://wpnews.pro/news/microsoft-google-and-amazon-now-depend-on-two-money-losing-ai-firms.jsonld"}}