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Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter
(www.theregister.com)
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this post was submitted on 30 Oct 2025
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Hard to say, really. Yes, MS can absorb loss if the value of their stake in OpenAI goes to $0 overnight, but how much of their stock value is based on expectations that they can sell cloud compute for billions of dollars? And how many private and institutional investors have a stake in that?