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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[–] Corkyskog@sh.itjust.works 3 points 17 hours ago (1 children)

I wonder how fast you could run Farcry on one of those AI GPU units.

[–] SkunkWorkz@lemmy.world 4 points 17 hours ago (1 children)

Pretty sure MS will just seize the OpenAi data centers and repurpose them for Azure and rent out compute time or use it for XBox streaming. Non of the hardware will reach the open market.

[–] Ajen@sh.itjust.works 3 points 16 hours ago (1 children)

Regardless of who owns it or what they do with it, those GPUs will get sold on the used market with plenty of life left. Older AI GPUs, networking equipment (eg 100GbE), SAS drives, etc have been easy to find on eBay and other sites for a long time, because data centers replace hardware long before it's expected to fail.

[–] Corkyskog@sh.itjust.works 1 points 15 hours ago

Exactly. They have like an 8 year depreciation, but they supposedly become obsolete in a couple of years for whatever cutting edge AI is supposed to be.