But we’ll make it up in volume
Text version: https://pivot-to-ai.com/2025/05/31/microsoft-and-ai-spending-billions-to-make-millions/
Patreon: https://www.patreon.com/davidgerard
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Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
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Hey, go listen to me on the Phil Ferguson Show! https://www.spreaker.com/episode/524-crypto-ai-italy-david-gerard--66338979 (my bit starts about 16:40)
Sources:
Microsoft Touts AI Sales at Town Hall, Reveals Barclays Contract https://www.bloomberg.com/news/articles/2025-05-29/microsoft-touts-ai-sales-at-town-hall-reveals-barclays-contract
Barclays Bank signs 100k license Copilot deal with Microsoft https://www.theregister.com/2025/05/30/barclays_bank_sign_100k_license/
Microsoft's non-profit AI adventures https://www.perspectives.plus/p/microsofts-non-profit-ai-adventures
Microsoft’s CEO on How AI Will Remake Every Company, Including His https://www.bloomberg.com/news/features/2025-05-15/microsoft-ceo-satya-nadella-on-his-ai-efforts-and-openai-partnership
Burning platform memo: https://en.wikipedia.org/wiki/Stephen_Elop#%22Burning_Platform%22_memo
Previously on Pivot to AI:
No, Microsoft did not state ‘strong AI demand’ in Q1 2025 — the FT is wrong https://pivot-to-ai.com/2025/05/02/no-microsoft-did-not-state-strong-ai-demand-in-q1-2025-the-ft-is-wrong/
video: https://www.youtube.com/watch?v=-ytdeHHrLnE&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
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