this post was submitted on 30 Jan 2026
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328
Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained (fortune.com)
submitted 13 hours ago by themachinestops@lemmy.dbzer0.com to c/technology@lemmy.world
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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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[–] 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.