According to @KobeissiLetter, Microsoft Azure revenue has reached approximately $18.5 billion annualized as of Q3 2025, more than doubling since Q4 2024 and quadrupling since Q2 2024, signaling accelerating AI demand within $MSFT's cloud business. Source: The Kobeissi Letter on X, Jan 6, 2026. According to @KobeissiLetter, OpenAI revenue is about $13.0 billion annualized, an all-time high that has more than quadrupled since the start of 2024, underscoring rapid monetization of AI models. Source: The Kobeissi Letter on X, Jan 6, 2026. According to @KobeissiLetter, Anthropic sales are at a record $7.0 billion annualized, nearly doubling every two quarters, highlighting sustained enterprise uptake. Source: The Kobeissi Letter on X, Jan 6, 2026. According to @KobeissiLetter, CoreWeave revenue is roughly $5.5 billion annualized, up over 100% since the start of 2024, reflecting strong AI infrastructure demand. Source: The Kobeissi Letter on X, Jan 6, 2026. According to @KobeissiLetter, xAI and Nebius remain in early growth stages with annualized revenues below $1 billion, indicating a wide dispersion in AI scale among providers. Source: The Kobeissi Letter on X, Jan 6, 2026. According to @KobeissiLetter, the source focuses on corporate AI revenue acceleration and does not provide cryptocurrency-specific data or direct links to digital asset market impacts, so any crypto implications are not stated in the source. Source: The Kobeissi Letter on X, Jan 6, 2026.