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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[–] Baggie@lemmy.zip 3 points 7 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 45 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.