Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag | TechCrunch
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When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.
  • madcaesar@lemmy.worldEnglish
    3 months

    Someone more literal than me, is this ACTUAL revenue they got, or is this the “we sold cloud usage to anthropic, who paid us in the money we gave them as an investment?”

  • JoeTheSane@lemmy.worldEnglish
    3 months

    And how long before this guy bursts into the study room wearing a low-cut nurses costume?

  • eicker@lemmy.worldEnglish
    3 months

    Interesting that Microsoft is effectively running a portfolio strategy instead of betting on a single lab. Anthropic is already paying off on paper while OpenAI looks much more volatile. That alone suggests the AI race is far less settled than the headlines usually imply, even for the company funding both sides. And now the Chinese Open Weight AI models are coming onto the scene too, offering almost the same quality.