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

Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show(bloomberg.com)

45 points by mapping365 1 hour ago | 10 comments

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

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?

mapping365 2 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.

grebc 1 hour ago | |

Fuhget about it.

HarHarVeryFunny 53 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 ?

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.

daun_gee 34 minutes ago | |

This is going to crash like the Titanic.

ofjcihen 58 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.

striking 38 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.