Ben Jennings on the Bayeux tapestry – cartoon26m ago The latest Avatar: Seven Havens trailer gives us a deeper dive into the characters and story27m ago Agentic AI Is The New Attack Surface: How Can SAP Application Security Teams Repel It?28m ago Euno raises $23m to give enterprise AI agents the context they lack31m ago Nvidia’s Huang Touts Cybersecurity as Next Big Market for AI35m ago Universal Music Group is collaborating with ElevenLabs on a new AI-powered creation platform41m ago Red Hat AI 3.5 tackles the GPU queue that can stall AI pilots42m ago Moonshot Secretly Routed User Requests Through Claude, Anthropic Says43m ago A Candid Abacus AI Review: The All-in-One AI Platform for Professionals & Enterprises43m ago Governments are turning to Claude to automate spying43m ago Anthropic Says It Blocked Possible Efforts to Build Biological Weapons43m ago Digital Finance Needs A New Kind Of Identity For AI-Driven Economies43m ago Chinese AI Giants Accused of Sending Millions of User Queries to U.S. Models43m ago CNN Just Ran One of the Worst AI Puff Pieces We’ve Ever Seen in Our Lives About That “AI Actor” Tilly Northwood55m ago

Ben Jennings on the Bayeux tapestry – cartoon26m ago The latest Avatar: Seven Havens trailer gives us a deeper dive into the characters and story27m ago Agentic AI Is The New Attack Surface: How Can SAP Application Security Teams Repel It?28m ago Euno raises $23m to give enterprise AI agents the context they lack31m ago Nvidia’s Huang Touts Cybersecurity as Next Big Market for AI35m ago Universal Music Group is collaborating with ElevenLabs on a new AI-powered creation platform41m ago Red Hat AI 3.5 tackles the GPU queue that can stall AI pilots42m ago Moonshot Secretly Routed User Requests Through Claude, Anthropic Says43m ago A Candid Abacus AI Review: The All-in-One AI Platform for Professionals & Enterprises43m ago Governments are turning to Claude to automate spying43m ago Anthropic Says It Blocked Possible Efforts to Build Biological Weapons43m ago Digital Finance Needs A New Kind Of Identity For AI-Driven Economies43m ago Chinese AI Giants Accused of Sending Millions of User Queries to U.S. Models43m ago CNN Just Ran One of the Worst AI Puff Pieces We’ve Ever Seen in Our Lives About That “AI Actor” Tilly Northwood55m ago

Business & Enterprise39 min reading time

The AI Demand Bubble

Where's Your Ed AtPublished Aug 4, 2026

Recent tech earnings reports from Amazon, Google, and Microsoft show record cloud revenue growth, but none disclose specific AI revenue. Microsoft's $37B AI run rate in Q3 FY2026 was highlighted, yet it withheld Q4 AI revenue details, raising questions about the true financial impact of AI investments.

More on this story

Don't Look Up
30d· Where's Your Ed At
Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
Aug 5· 2 sources
Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag
Jul 29· TechCrunch
Microsoft’s Azure just crossed $100bn a year, and the AI bet mostly paid off
Jul 29· The Next Web

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