Analyst Amit Kukreja says a pullback in spending by OpenAI or Anthropic could pressure AI infrastructure firms. The warning highlights how heavily parts of the

BWB News TV • 2026-07-17 15:46 UTC • By Billy Odell Tucker-Robinson

Analyst Amit Kukreja says a pullback in spending by OpenAI or Anthropic could pressure AI infrastructure firms. The warning highlights how heavily parts of the AI supply chain may depend on capex from a few leading model developers.

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