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Steve Eisman flags AI boom reliance on OpenAI and Anthropic
CNBC Markets reports that investor Steve Eisman says the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic.
Eisman’s concern centers on what he views as an “Achilles heel” in the AI trade, suggesting the broader momentum is tied to a narrow set of beneficiaries.
The warnings point to concentration risk in an industry where investor attention has largely focused on AI growth and deployment trends.
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