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.)



I don’t consider myself a “proponent” of ai and I think it gives dependent and lazy people brain damage lol
But these people seem like complete contrarian Luddites who just want to insist it’s bad because they don’t like it and have seen too many negative memes about it
“I think AI is bad but other people who say so are weird”
mmk
I can appreciate what is good and bad about it yes
Many people seem to only think it’s bad and they are simply wrong
I can only imagine you’re the latter if you can’t grasp this nuance