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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[–] GarbadgeGoober@feddit.org 4 points 5 hours ago

Thanks for sharing, really insightful.

In my personal opinion after being also responsible in AI for our company, I do not see how it will be profitable for them.

For example Microsoft Copilot license, costs 30$/month, but a lot of things I can do with it a free Chatbot can do too.

It definitely has it strengths and use cases and I am sure it will not go away. But it is not the way the market it as a full AI, it just generates answers with the highest probability. I cannot see it developing from there to the real AI.

I think this year will be really interesting to watch all the AI companies, especially Oracle as they have to refinance a lot. If one falls it will send them into to a spiral, the big companies will be fine, but I am sure they will cut their funding of OpenAI.

But who knows could be the other way around and OpenAI finds anything new to make them more profitable.