OpenAI and Anthropic Revenue Growth Drives Cloud Platform Investment Thesis

Summary

A Motley Fool analysis highlights that OpenAI and Anthropic have evolved from speculative AI laboratories into infrastructure behemoths, with revenues now rivaling established public software companies. The article frames this growth as a direct catalyst for the three major hyperscale cloud platforms — Microsoft Azure, Amazon Web Services, and Google Cloud — arguing they are strong buys for 2026. The piece details how OpenAI's workloads remain primarily on Azure but notes a broadening relations