Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show (bloomberg.com)
48 points by mapping365 2 hours ago
sirjaz 23 minutes ago
AI build out is just a way for cloud providers to keep customers since you can't get hardware for your own on-prem setup
yalogin 35 minutes ago
What does this mean in the larger landscape though? Every company is using AI or trying it out, are they not using the cloud services for it? If so is it still not a big enough pie to show?
mapping365 3 minutes ago
It means it is very fragile. Now if you consider that this probably Nvidia's money doing a circuit, it looks even more dicey.
grebc 7 minutes ago
If Microsoft only has 1 customer, and that customer blows up/fades away, what happens to all their capex?
mapping365 2 hours ago
It's all fugazi.
grebc an hour ago
Fuhget about it.
HarHarVeryFunny an hour ago
What about Google and Amazon I wonder ?
How much of their cloud/AI revenue is organic reflecting actual business usage, and how much from Anthropic, especially for Amazon ?
toomuchtodo 2 hours ago
josefritzishere an hour ago
The AI ouroboros. This is going to crash like Enron.
daun_gee 35 minutes ago
This is going to crash like the Titanic.
ofjcihen an hour ago
It’s a little worrying when larger news outlets start picking up on what Zitron has been saying:
https://www.wheresyoured.at/the-ai-demand-bubble/
AI as a tool is useful and will stick around but the funding acrobatics along with 0 moat is going to end with some major losers.
striking 39 minutes ago
If that worries you, you'll be aghast at the fact that Ed's actually been on Bloomberg TV a couple times now.