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

The Biggest Risk for Bitcoin Has Been Eliminated

ToMe AI Launches Business Digital Employees with Investment from US-listed Company, Building a Network for Information Flow in the Era of Intelligent Agents

a16z Reveals: Why Argentinians Buy Crypto as a Way to Buy Dollars? After the Crisis, Stablecoins Have Become a National Habit

SuhoAIo and IBK Industrial Bank Complete Joint Concept Verification of Blockchain-Based Instant Overseas Remittance Infrastructure

The S&P Merval Plummeted 12% in Dollars in August and Country Risk Rose 80 Points, the Largest Jump Since February

Blockstream Revamps Bitcoin Explorer Dashboard

Why Bitcoin’s $2B corporate treasuries are a ticking time bomb of hidden conditional supply

US Debt Crisis Intensifies Capital Outflow, Bitcoin Options Bet on $100,000 by 2026

Circle Issued 5 Billion USDC in a Week: Crypto Market Awaits Altseason Again

Crypto Funds: $3.2 Billion in One Week, Bank of America Hasn't Seen This Since October 2025

XRP Signals Rise in September

Blockchain Association Refutes Claims of Deposit Losses by Major Banks

Fundamental Analysis of Cryptocurrencies: How to Evaluate Digital Assets Before Buying

Natura Changes CEO: Carlucci Returns After a Decade

Etherscan Launches Build with AI Toolkit, Supporting Data from Over 60 EVM Chains

Meta Faces Dilemma After AI Layoffs: Cybersecurity Incidents Up 40%, Cleanup Time Up 70%

Ukraine's Vegetable Oil Exports Increased by 52% in August 2026

SLB Acquires Kelvion for $3.4 Billion

Chinese AI Through the Eyes of Silicon Valley VCs: Sanctions Didn't Lock It Down, but Instead Brought Out a 'Monster'

Gulf States Invest Billions to Build Alternative Routes and Reduce Dependence on the Strait of Hormuz

AI Scam Hits $3.2 Million Per Incident, Crypto Security Battlefield Shifts from 'Code' to 'Scams'

US Calls on G20 to Reassess Trade with China

WEEX Trade to Earn Series 6: How Futures Trading Fees Relate to Market Volatility

Shein's IPO and China's PMI: What Changes for Markets

From Pay to One-Stop Asset Management, BiyaPay Expands Global Diverse Financial Services Boundaries

AI Creates Abundance, BTC Creates Scarcity: What Web3 Truly Changes Is Not Production Relations, But Value Relations

More Markets Attacked, Losing 15.5 Million WFLOW Worth Approximately 9.3 Million USD

Why Stablecoins Can't Serve as Credit Despite Being Transferable and Store of Value?

Bernstein Comments on Seven Memory Types: After HBM, DRAM and NAND Compete for the Next Trillion-Dollar Market







