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

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

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?

It's all fugazi.

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 ?

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

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

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.