Ed Zitron. The AI Demand Bubble. The Players and the Played.
Ed ZitronNews: Microsoft disclosures and Bloomberg analyses suggest that OpenAI's $24.1 billion in revenue accounted for 70% or more of Microsoft's FY26 AI revenue, and more than 7% of its entire FY26 revenues. Microsoft has spent $261.3bn in capex since 2022. www.wheresyoured.at/news-microso...