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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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According to this article written in July, it's a bit more dire than that if you take a step or two back. Basically, openai and their copycats/derivatives are being held up by investments from Microsoft, Google, Amazon, and Meta, who in turn are being held up by investments from Nvidia. If/when the whole chain collapses it'll be more than 0.5% of earnings that disappear.