Business & Enterprise39 min reading time
The AI Demand Bubble
Where's Your Ed At
Read the full articleRecent tech earnings reports from Amazon, Google, and Microsoft show record cloud revenue growth, but none disclose specific AI revenue. Microsoft's $37B AI run rate in Q3 FY2026 was highlighted, yet it withheld Q4 AI revenue details, raising questions about the true financial impact of AI investments.
- Don't Look Up· Where's Your Ed At
- News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue· 2 sources
- Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag· TechCrunch
- Microsoft’s Azure just crossed $100bn a year, and the AI bet mostly paid off· The Next Web
