Stocks· August 13, 2026 at 01:51 PM

Steve Eisman warns AI boom depends on OpenAI and Anthropic

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Founder, Financial Engineer · CMB-licensed

Higher education in Financial Engineering and Money & Capital Markets. SPK (Turkey CMB) licence. 16 years across institutional markets, research, and quant-driven analytics.

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Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle

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Steve Eisman warns AI boom depends on OpenAI and Anthropic

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