this post was submitted on 30 Jan 2026
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The immediate catalyst, it seems, is an intensifying focus on capex, or capital expenditures. Microsoft revealed that its spending surged 66% to $37.5 billion in the latest quarter, even as growth in its Azure cloud business cooled slightly. Even more concerning to analysts, however, was a new disclosure that approximately 45% of the company’s $625 billion in remaining performance obligations (RPO)—a key measure of future cloud contracts—is tied directly to OpenAI, the company revealed after reporting earnings Wednesday afternoon. (Microsoft is both a major investor in and a provider of cloud-computing services to OpenAI.)

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[–] empireOfLove2@lemmy.dbzer0.com 162 points 12 hours ago (2 children)

Please fucking crash I want to be able to buy basic computing hardware again

[–] FiniteBanjo@feddit.online 27 points 10 hours ago (2 children)

Since OpenAI just announced the possibility of bankruptcy, it's definitely coming. It's going to be wild for whichever idiot in charge at MS to go down in history as the man who ruined one of the most powerful and integral companies on earth.

[–] zqwzzle@lemmy.ca 22 points 9 hours ago (2 children)

Wait, where? I wanna read and savour it.

[–] FiniteBanjo@feddit.online 14 points 9 hours ago (1 children)

idk, it was late last year that Sam said he expected OpenAI revenue to grow steeply, but also that if it doesn't then the company could go bankrupt by 2027 at the latest.

[–] gustofwind@lemmy.world 5 points 9 hours ago (1 children)

lol they havnt even put the ads in yet

[–] FiniteBanjo@feddit.online 7 points 8 hours ago* (last edited 8 hours ago) (2 children)

They don't have a product with any actual value or use cases. The ads aren't going to reverse that. If it were that simple then they would have been able to make profit with their subscription model.

[–] Baggie@lemmy.zip 3 points 8 hours ago (1 children)

How would that even work as well? The ads will be in the website, doesn't most stuff run through API calls? If you force everyone to start paying per call, the business model falls apart instantly.

[–] Wispy2891@lemmy.world 4 points 4 hours ago (1 children)

API calls are already only paid, no?

I'm guessing the ads will be embedded in the answers of the free users (like: it will add to the prompt something like "and don't forget to plug the sponsor, ridge wallet")

[–] Baggie@lemmy.zip 1 points 49 minutes ago

Oh actually are they? I admit I assumed they were doing the standard bullshit of everything is free to get you integrated, then they start charging. Actually maybe that already happened and this is the result of that.

[–] gustofwind@lemmy.world 2 points 8 hours ago (1 children)

I think we’re quite a long way off before they actually crash and burn, if they ever do. We have no idea how much money the ads will inject and they also receive significant government contracts and will probably get a lot more going forward

If the market can pretend Tesla is worth so much i think it can easily sustain AI for many years

[–] krashmo@lemmy.world 7 points 8 hours ago (1 children)

It's already been several years. Tesla had an actual product that people wanted. Yes, they've been doing their best of late to torpedo their market share and brand name but at one point they were doing what they set out to do. Open AI has never done what they said they would do.

[–] gustofwind@lemmy.world 6 points 8 hours ago (1 children)

Kinda but also not entirely. I know a lot of people who use ChatGPT and other AIs at work and it does basically exactly what they want and just gets better

I’m not a proponent but the naysayer doomers are almost as wrong as the tech evangelists

Is it overvalued? Sure

Is it worthless? Absolutely not

[–] krashmo@lemmy.world 4 points 7 hours ago (2 children)

That's cool. I have yet to find a use case for AI. Am I doing it wrong or are they just bad with computers?

[–] Luckyfriend222@lemmy.world 3 points 4 hours ago

I am with gustofwind here. I use AI to help me quickly draft up mindless policies, then read through it and edit it where needed. It is a lot faster than any typing I can do.

I also use it to help me find configs for stuff I deploy, but I make sure it attaches the source link for me, so I can read the original source docs and keep a sane approach to what I am doing.

Again, I also think it is way overvalued, but to say it has not helped me build successful stuff over the past 2 years would be a lie. My 2c

[–] Randynippletwist@lemmynsfw.com -1 points 7 hours ago (1 children)

Yes, why do you care about the pointless corporate crap you produce . Ai slop is the desired result you are just letting your pride get in the way.

[–] gustofwind@lemmy.world 2 points 7 hours ago (1 children)

Products and services have been dropping in quality well before ai slop

You overestimate the quality of acceptable work in many industries. AI and a little human editing and oversight is perfectly capable of producing legitimate work product.

The real problem is capitalism driving everything to shit and that really has nothing to do with ai influenced workflows

[–] myserverisdown@lemmy.world 4 points 6 hours ago (2 children)

I went from Windows laptop and Netflix and Hulu to a Linux desktop for a home server running Immich, Mealie, Jellyfin, and the Arr suite in docker containers. All proxied on Cloudflare for remote access. I would never have been able to do that without the use of ChatGPT. I had no knowledge of software development, Linux, networking, etc at all. If you know how to query, AI can be a huge aid in learning. It's helping me brush up on my Italian right now too since I haven't spoken it in 5 years.

[–] gustofwind@lemmy.world 3 points 6 hours ago

Tbh it’s not much different than search engines. You need to learn how to use them and when it’s appropriate to do so…it’s basically a skill issue 🤷‍♀️

Reminds me of when search engines first arrived and we were taught very early in school how library research works and then when to use digital academic databases vs regular search engines or just hit the books.

And yeah tech support is a great use case and you can just use the Gemini links that send you to the Reddit threads where the information came from to verify it.

I feel like if you’re minimally responsible it’s pretty hard to have AI backfire on you

[–] krashmo@lemmy.world 2 points 6 hours ago (2 children)

That's cool. I did all of that without AI coming from a similar place as you. AI didn't open up a new path for you, it just showed you a path that already existed, which isn't any different from what a regular search engine can do. There was nothing stopping you from finding that path on your own except your unwillingness to look.

[–] howrar@lemmy.ca 2 points 2 hours ago

Willingness to look is a pretty important factor. LLMs reduce the personal cost incurred to look up information, similar to how search engines saved us from having to go to the library for every question we had.

[–] Nikelui@lemmy.world 1 points 2 hours ago* (last edited 2 hours ago)

They presented to you a reasonable use case (assisted learning) and your response was "lol, you're just lazy. Do it on your own. I did it, so can you".

I am in a similar position, networking is Martian to me and if I search guides on how to do stuff, it's full of people that go "just use X to do a reverse proxy", as if I have 200h of experience under my belt. I'd rather have a chatbot explain to me like I am 5 in some cases.

[–] Zorsith@lemmy.blahaj.zone 8 points 10 hours ago (1 children)

Doubt that'll happen for a few mor years unfortunately. I can't imagine most of the hardware made for AI datacenters is compatible with consumer stuff :/

[–] zurohki@aussie.zone 5 points 6 hours ago

A lot of it hasn't actually been made, though. The AI companies have put in orders for future production. That future capacity can be redirected with a wave of a pen.