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Steve Eisman warned that the AI boom's fate rests on OpenAI and Anthropic

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 warned this week that the artificial intelligence boom has become dangerously concentrated around two private companies, saying the technology sector's largest players have effectively staked their futures on OpenAI and Anthropic succeeding.

The investor, best known for his bet against the U.S. housing market before the 2008 financial crisis, put the two startups' combined share........

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