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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[–] 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.