this post was submitted on 30 Jan 2026
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Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained (fortune.com)
submitted 2 days ago by themachinestops@lemmy.dbzer0.com to c/technology@lemmy.world
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The immediate catalyst, it seems, is an intensifying focus on capex, or capital expenditures. Microsoft revealed that its spending surged 66% to $37.5 billion in the latest quarter, even as growth in its Azure cloud business cooled slightly. Even more concerning to analysts, however, was a new disclosure that approximately 45% of the company’s $625 billion in remaining performance obligations (RPO)—a key measure of future cloud contracts—is tied directly to OpenAI, the company revealed after reporting earnings Wednesday afternoon. (Microsoft is both a major investor in and a provider of cloud-computing services to OpenAI.)

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[–] Luckyfriend222@lemmy.world 5 points 2 days ago (1 children)

I am with gustofwind here. I use AI to help me quickly draft up mindless policies, then read through it and edit it where needed. It is a lot faster than any typing I can do.

I also use it to help me find configs for stuff I deploy, but I make sure it attaches the source link for me, so I can read the original source docs and keep a sane approach to what I am doing.

Again, I also think it is way overvalued, but to say it has not helped me build successful stuff over the past 2 years would be a lie. My 2c

[–] anomnom@sh.itjust.works 1 points 10 hours ago* (last edited 10 hours ago)

I think my and many others’ problem with your use case is the mindless policy part, not the genAI part.

We need more mindless policies in this world like we need measles and more holes in our heads, but that’s all this shop is making, busy work for itself to summarize for the same lazy morons who generated it.