AI build out is just a way for cloud providers to keep customers since you can't get hardware for your own on-prem setup
Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
11–19 of 19 posts
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#12What does this mean in the larger landscape though? Every company is using AI or trying it out, are they not using the cloud services for it? If so is it still not a big enough pie to show?
If Microsoft only has 1 customer, and that customer blows up/fades away, what happens to all their capex?
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#13What does this mean in the larger landscape though? Every company is using AI or trying it out, are they not using the cloud services for it? If so is it still not a big enough pie to show?
It means it is very fragile. Now if you consider that this probably Nvidia's money doing a circuit, it looks even more dicey.
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#14What about Google and Amazon I wonder ? How much of their cloud/AI revenue is organic reflecting actual business usage, and how much from Anthropic, especially for Amazon ?
It's largely the same. And it's Jensen circular deals that providing the cash in the first place.
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#15[flagged]
"Fugayzi, fugazi. It's a whazy. It's a woozie. It's fairy dust. It doesn't exist. It's never landed. It is no matter. It's not on the elemental chart. It's not fucking real." - Mark Hanna
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#16It's still funny how their docs are such a mess even AI gets lost in them
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#17[flagged]
"Fugayzi, fugazi. It's a whazy. It's a woozie. It's fairy dust. It doesn't exist. It's never landed. It is no matter. It's not on the elemental chart. It's not fucking real." - Mark Hanna
Wolf of Wall Street FYI https://www.youtube.com/watch?v=cJOKgFbMdzY
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#18My enterprise is deep into Microsoft AI but has essentially paused a lot of activity because Microsoft can’t explain their pricing model. They literally said that in a meeting.
So in a company with 10Ks of employees, that is willing to give everyone AI licenses, we can’t really build apps or agents with AI because we have no forecasting guidance on token costs over time.
Not sure how Microsoft thinks customers will react to that, but I know how ours did. The product was sold, and it’s now sitting on the shelf.
Re: Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
#19The AI ouroboros. This is going to crash like Enron.
[dead]