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

7 comments

• 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?
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  • 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 1 hour ago
  It's all fugazi.
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  • grebc 1 hour ago
    Fuhget about it.
• HarHarVeryFunny 54 minutes 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 ?

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  • mapping365 0 minutes ago
    It's largely the same. And it's Jensen circular deals that providing the cash in the first place.
• toomuchtodo 1 hour ago
  Gift link: https://www.bloomberg.com/news/articles/2026-08-05/microsoft...
• josefritzishere 1 hour ago
  The AI ouroboros. This is going to crash like Enron.
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  • daun_gee 35 minutes ago
    This is going to crash like the Titanic.
• ofjcihen 59 minutes 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.

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  • 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.