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Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
https://www.bloomberg.com/news/articles/2026-08-05/microsoft-s-ai-sales-mostly-come-from-openai-disclosures-show?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc4NTk1NDMyMiwiZXhwIjoxNzg2NTU5MTIyLCJhcnRpY2xlSWQiOiJUSjlLT1VUOTZPU0gwMCIsImJjb25uZWN0SWQiOiI5NDU1RERFRjRCOUU0MDM3QTI5NkMyNEQyNjRENTFFMCJ9.Ul4Of4S6wIfB0K6bMz9t38wf2wj_xW_Ps692eR6PPs4 https://www.bloomberg.com/news/articles/2026-08-05/microsoft...
- PunchyHamster 2mo agoIt's still funny how their docs are such a mess even AI gets lost in them
- mapping365 2mo ago[flagged]
- grebc 2mo agoFuhget about it.
- oenton 2mo ago"Fugayzi, fugazi. It's a whazy. It's a woozie. It's fairy dust. It doesn't exist. It's never landed. It is no matter. It's not on the elemental chart. It's not fucking real." - Mark Hanna
- 2OEH8eoCRo0 2mo agoWolf of Wall Street FYI https://www.youtube.com/watch?v=cJOKgFbMdzY https://www.youtube.com/watch?v=cJOKgFbMdzY
- toomuchtodo 2mo agoGift link: https://www.bloomberg.com/news/articles/2026-08-05/microsoft-s-ai-sales-mostly-come-from-openai-disclosures-show?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc4NTk1NDMyMiwiZXhwIjoxNzg2NTU5MTIyLCJhcnRpY2xlSWQiOiJUSjlLT1VUOTZPU0gwMCIsImJjb25uZWN0SWQiOiI5NDU1RERFRjRCOUU0MDM3QTI5NkMyNEQyNjRENTFFMCJ9.Ul4Of4S6wIfB0K6bMz9t38wf2wj_xW_Ps692eR6PPs4 https://www.bloomberg.com/news/articles/2026-08-05/microsoft...
- josefritzishere 2mo agoThe AI ouroboros. This is going to crash like Enron.
- daun_gee 2mo ago[dead]
- jazzcomputer 2mo ago[dead]
- ofjcihen 2mo agoIt’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/ 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 2mo agoIf that worries you, you'll be aghast at the fact that Ed's actually been on Bloomberg TV a couple times now.
- HarHarVeryFunny 2mo agoWhat 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 ?
- mapping365 2mo agoIt's largely the same. And it's Jensen circular deals that providing the cash in the first place.
- yalogin 2mo agoWhat 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?
- grebc 2mo agoIf Microsoft only has 1 customer, and that customer blows up/fades away, what happens to all their capex?
- mapping365 2mo agoIt means it is very fragile. Now if you consider that this probably Nvidia's money doing a circuit, it looks even more dicey.
- sirjaz 2mo agoAI build out is just a way for cloud providers to keep customers since you can't get hardware for your own on-prem setup
- browningstreet 2mo agoMy enterprise is deep into Microsoft AI but has essentially paused a lot of activity because Microsoft can’t explain their pricing model. They literally said that in a meeting. So in a company with 10Ks of employees, that is willing to give everyone AI licenses, we can’t really build apps or agents with AI because we have no forecasting guidance on token costs over time. Not sure how Microsoft thinks customers will react to that, but I know how ours did. The product was sold, and it’s now sitting on the shelf.