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so do i have this right? the market is up on optimism about Microsoft’s revenue but MSFT’S biggest customer by far is burning billions a mon…
so do i have this right? the market is up on optimism about Microsoft’s revenue but MSFT’S biggest customer by far is burning billions a month with no obvious way to meet all of its future obligations
so do i have this right? the market is up on optimism about Microsoft’s revenue but MSFT’S biggest customer by far is burning billions a month with no obvious way to meet all of its future obligations. pretty hard to see how this is sustainable. BREAKING: Microsoft just revealed ~70% of its entire AI revenue comes from ONE customer… OpenAI 💀
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Source: Gary Marcus (X) | 2026-08-05