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Ed Dead Redemption
zitron.bsky.social
did:plc:qc6xzgctorfsm35w6i3vdebx
Okay. It's $10bn, right? But AI isn't its own product category. This revenue is booked within Microsoft 365 and azure revenue, so that's what, $2.5bn a quarter of extra revenue for $19-20bn capex? How much does it cost to service this revenue? They lost $683m on OpenAI alone this quarter.
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2024-10-31T03:41:36.463Z