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- Right now, the sense of urgency isn’t there. The AI bubble has yet to pop. OpenAI - who represents 10%+ of Azure revenue - keeps paying its bills, even as it writes checks that it can't cash, and that spending helps obfuscate how bad things really are for Azure. www.wheresyoured.at/premium-the-...
- Microsoft bet everything on AI, and by extension OpenAI. If OpenAI cannot fulfill its spending obligations on Microsoft Azure, a segment representing 40% of Microsoft’s revenue (and the majority of its capital expenditures), that's 8-10% of its revenue gone. www.wheresyoured.at/premium-the-...Feb 6, 2026 18:00
