Microsoft's AI capex hits $45.2B in a quarter while raking in $10B from OpenAI
draginol · x · 2026-11-07
Windows Weekly breaks down Microsoft's FY27 Q1 results: $92.3B revenue and $36.6B net income (up 19% and 32% YoY), $45.2B AI capex (up 30%, "not the real number"), $10B in revenue earned from OpenAI while Microsoft's stake in OpenAI shrank with no explanation, and Windows OEM revenue down 27%. No paid Copilot numbers were disclosed. Two internal sources confirm AI strategy is why Microsoft is fixing Windows 11, which is being tuned to run in 8GB of RAM. The show also recommends LM Studio for local AI on any PC.
More from Companies & People
- Physician engineers on the rise: 20% of this AI lab holds dual MD-engineering backgrounds — DrDatta_AIIMS · 2026-11-07
- Yubo's takeaways from AI Engineer Shanghai 2026: keep your judgment as tools get stronger — sujingshen · 2026-11-07
- Cracked marketers are now more in demand than cracked engineers, says Greg Isenberg — adrianscottcom · 2026-11-07
- AI researcher JinWeiyang announces early-stage cancer diagnosis, surgery scheduled — tianyin_xu · 2026-11-07
- Cofounder retention at AI labs: Anthropic 7/7, OpenAI 3/11, xAI just 1/12 — sahilypatel · 2026-11-07
- Unverified: Thinky's 2S finished a DeepSeek-Coder-V2-scale pretrain 12x faster and cheaper — teortaxesTex · 2026-11-07