# Microsoft, Google and Amazon now depend on two money-losing AI firms

> Source: <https://boingboing.net/2026/08/12/zitron-ai-revenue-two-companies.html>
> Published: 2026-08-12 12:30:00+00:00

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.

Wells 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)

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