Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture

· cnbc.com

If you were to strip out Big Tech's investment gains from private AI companies, the earnings story is a lot less bullish.

India Prime Minister Narendra Modi, left, with OpenAI CEO Sam Altman, center, and Anthropic CEO Dario Amodei at the AI Impact Summit in New Delhi on Feb. 19, 20...


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