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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[–] Luckyfriend222@lemmy.world 3 points 4 hours ago

I am with gustofwind here. I use AI to help me quickly draft up mindless policies, then read through it and edit it where needed. It is a lot faster than any typing I can do.

I also use it to help me find configs for stuff I deploy, but I make sure it attaches the source link for me, so I can read the original source docs and keep a sane approach to what I am doing.

Again, I also think it is way overvalued, but to say it has not helped me build successful stuff over the past 2 years would be a lie. My 2c