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KuCoin reports that OpenAI and Anthropic will capture 25–40% of global new AI compute in 2027.
If the projection holds, two frontier labs would absorb a large share of incremental compute, shaping how neocloud and GPU cloud providers allocate and price new supply.
Trade pressSlicast · November 6, 2026 at 16:24 UTC · US · Source: KuCoin
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