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

48 points by mapping365 2 hours ago

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

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 - 39 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 - 6 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 - 11 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 ?

mapping365 - 4 minutes ago

It's largely the same. And it's Jensen circular deals that providing the cash in the first place.

toomuchtodo - 2 hours ago

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

josefritzishere - an hour ago

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

daun_gee - 38 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 - 42 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.