Charlie StrossFeb 4

Welp, it's all kicking off this week in AI!

Nvidia is going all squishy over a planned $100Bn investment in OpenAI:

https://www.cnbc.com/2026/02/02/nvidia-stock-price-openai-funding.html

Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:

https://www.fool.com/investing/2026/02/02/shares-down-10-earnings-call-microsoft-stock/

… Is the AI bubble over?

Show threadDianne Hackborn

@cstross

"The longtime chief also criticized a lack of discipline in OpenAI’s business strategy"

Meaning they wouldn't be spending enough of that money on Nvidia's GPUs?

Feb 4 at 9:31pmWeb