OpenAI and Anthropic are experiencing rapid growth in consumer and enterprise usage, driving up demand for computing capacity. Both companies heavily rely on cloud hyperscalers for processing power. Trillions of dollars have been invested in future infrastructure projects, making them key players in the AI industry.

Microsoft’s partnership with OpenAI has allowed it to integrate generative AI through ChatGPT on its Azure cloud service. OpenAI’s software is driving increased AI workloads on Azure, benefiting both companies. This partnership has become a key pillar supporting the AI revolution, creating a flywheel effect for Azure’s long-term growth.

Amazon’s AWS recently signed a $38 billion GPU leasing deal with OpenAI, showcasing its commitment to AI infrastructure. Anthropic, a major AWS user, also utilizes Amazon’s custom chips Trainium and Inferentia. Amazon’s vertically integrated infrastructure stack positions it well in the AI market, enhancing its pricing power and competitive advantage.

Google Cloud’s growth in the AI space is propelled by partnerships with OpenAI and Anthropic. OpenAI leverages Google Cloud for computing power, while Anthropic utilizes Google’s TPUs for training models. Google Cloud is becoming a key AI infrastructure platform, with potential benefits from increased user adoption and data center construction.

Investors looking to profit from the growth of OpenAI and Anthropic should consider Microsoft, Amazon, and Google parent company Alphabet. These companies are deeply integrated with the AI industry and stand to benefit from the surge in AI workloads. As the AI revolution continues, these tech giants are well-positioned for long-term success.

Read more at Nasdaq: OpenAI and Anthropic Now Rival Public Software Giants for Revenue. That Makes These 3 Stocks Strong Buys for 2026.