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- Hacker News
- Ed Zitron wrote about this (at length) earlier this week: <https://www.wheresyoured.at/the-ai-demand-bubble/#analysts-e...>by torh
- How does Microsoft make revenue from openai when it doesn't get to use those profits as an org?by jadbox
- Hosting.by slackfan
- Azure has a lot of GB300s:
https://blogs.nvidia.com/blog/microsoft-azure-worlds-first-g...
by pera - And where did OpenAI get that money to spend?by 2OEH8eoCRo0
- How much would Microsoft save by switching to open source AI?
I am asking because they seem to be looking forward to this as soon as possible.
Relevant links:
- https://news.microsoft.com/source/2026/07/21/microsoft-and-m...
- https://www.microsoft.com/en-us/corporate-responsibility/top...
by DeepLogin - Microsoft was the exclusive way to have your own copy of GPT in the cloud for a few years, and they have been the primary host for OpenAI, including their training infrastructure early on.
- This article is about OpenAI as a significant MSFT customer.
"it shows that GPU and infrastructure consumption specifically from OpenAI still drives between 65 to 70% of Microsoft's total AI business"
by kylecazar