Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show

sirjaz 13 minutes ago | parent | next [-]

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

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yalogin 25 minutes ago | parent | prev | next [-]

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?

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HarHarVeryFunny 43 minutes ago | parent | prev | next [-]

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 ?

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mapping365 2 hours ago | parent | prev | next [-]

It's all fugazi.

	▲	grebc an hour ago \| parent [-]
		Fuhget about it.

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toomuchtodo 2 hours ago | parent | prev | next [-]

Gift link: https://www.bloomberg.com/news/articles/2026-08-05/microsoft...

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josefritzishere an hour ago | parent | prev | next [-]

The AI ouroboros. This is going to crash like Enron.

	▲	daun_gee 25 minutes ago \| parent [-]
		This is going to crash like the Titanic.

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ofjcihen an hour ago | parent | prev [-]

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 29 minutes ago \| parent [-]
		If that worries you, you'll be aghast at the fact that Ed's actually been on Bloomberg TV a couple times now.