Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show

My 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.

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

What 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?

What 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 ?

Gift link: https://www.bloomberg.com/news/articles/2026-08-05/microsoft...

It's still funny how their docs are such a mess even AI gets lost in them

The AI ouroboros. This is going to crash like Enron.

It’s a little worrying when larger news outlets start picking up on what Zitron has been saying:

https://www.wheresyoured.at/the-ai-demand-bubble/

AI as a tool is useful and will stick around but the funding acrobatics along with 0 moat is going to end with some major losers.

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