Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show(www.bloomberg.com)
48 pointsby mapping3652 hours ago7 comments
  • sirjaz32 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
  • yalogin44 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?
    • mapping36512 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.
    • grebc16 minutes ago
      If Microsoft only has 1 customer, and that customer blows up/fades away, what happens to all their capex?
  • mapping3652 hours ago
    It's all fugazi.
    • grebcan hour ago
      Fuhget about it.
  • HarHarVeryFunnyan 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 ?

    • mapping3659 minutes ago
      It's largely the same. And it's Jensen circular deals that providing the cash in the first place.
  • josefritzisherean hour ago
    The AI ouroboros. This is going to crash like Enron.
    • daun_gee44 minutes ago
      This is going to crash like the Titanic.
  • ofjcihenan 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.

    • strikingan hour ago
      If that worries you, you'll be aghast at the fact that Ed's actually been on Bloomberg TV a couple times now.