Nintendo's latest sale is 'made possible' by the tariff refunds it's hoarding17m ago Instagram now lets you add tagged photos to your profile grid18m ago Sure, Meta’s AI Muse works, but it sure creeps me out18m ago AI agents are flooding public services with new requests24m ago The iPhone Duo just might live up to the hype24m ago People are flooding X with joke resignation announcements imitating the viral AI extinction warning26m ago Anthropic Is Building a Huge Surveillance System to Spy on Anti-AI Activists and Predict Their Activities35m ago Antioch raises $32m to test robots in simulation before they touch hardware42m ago OpenAI’s Bubeck denies trying to cut Anthropic mathematician from credit58m ago 10 of the scariest AI villains in movie history59m ago Maven Robotics wants to steal your robot deployment deal1h ago Agent Security Is Not AI Governance: Why Conflating The Two Is A Risk Enterprises Can't Afford1h ago Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges1h ago 7 Steps to Become a Forward Deployed Engineer in 20261h ago

Nintendo's latest sale is 'made possible' by the tariff refunds it's hoarding17m ago Instagram now lets you add tagged photos to your profile grid18m ago Sure, Meta’s AI Muse works, but it sure creeps me out18m ago AI agents are flooding public services with new requests24m ago The iPhone Duo just might live up to the hype24m ago People are flooding X with joke resignation announcements imitating the viral AI extinction warning26m ago Anthropic Is Building a Huge Surveillance System to Spy on Anti-AI Activists and Predict Their Activities35m ago Antioch raises $32m to test robots in simulation before they touch hardware42m ago OpenAI’s Bubeck denies trying to cut Anthropic mathematician from credit58m ago 10 of the scariest AI villains in movie history59m ago Maven Robotics wants to steal your robot deployment deal1h ago Agent Security Is Not AI Governance: Why Conflating The Two Is A Risk Enterprises Can't Afford1h ago Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges1h ago 7 Steps to Become a Forward Deployed Engineer in 20261h 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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