this post was submitted on 30 Jan 2026
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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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[–] 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