If the Labs Wobble, the Clouds Feel It First

I have written separately about the shaky economics behind the data center boom and the growing pressure on the frontier labs. This post connects the two. Microsoft reported $24.1 billion of revenue from its OpenAI relationship, an amount equivalent to almost one-quarter of Azure’s scale, although the figure includes revenue-sharing payments as well as cloud Continue reading "If the Labs Wobble, the Clouds Feel It First" The post If the Labs Wobble, the Clouds Feel It First appeared first on Gradient Flow .