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Steve Eisman Warned that the AI Boom's Fate Rests on OpenAI and Anthropic

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

6 Articles

The rise of the American tech giants has become increasingly dependent on the development of two individual AI companies, “Big Short” profiler Steve Eisman tells CNBC. It is “the Achilles heel of this whole story,” he warns.

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CNBC broke the news in Englewood Cliffs, United States on Tuesday, August 11, 2026.
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