Veytics Intelligence
2026-09-22 · Yahoo

Big Short Investor Issues AI Warning: ‘70% of AI Revenue Is Just Two Companies, And One of Them I Think Is in Trouble’

Quick Read NVIDIA's $5.52 trillion market cap and Microsoft's $250 billion OpenAI Azure deal both hinge on a customer base Eisman calls dangerously concentrated. Eisman warns 70% of hyperscaler AI revenue flows from OpenAI and Anthropic, with OpenAI the single point of failure for the entire AI cycle. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Microsoft didn't make the cut. Enter your email to see the names that beat MSFT. The report is free. Enter your email and see if any of your stocks made the cut.

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