Tech Brew Ride Home Thu. 07/31 – Microsoft Joins The $4 Trillion Club
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Jul 31, 2025 Microsoft and Meta's impressive earnings highlight the financial rewards of AI investments, with Microsoft joining the exclusive $4 trillion market cap club. Meanwhile, OpenAI's revenue is reportedly surging, sparking discussions about developer trust in AI tools. The podcast also delves into initiatives to enhance healthcare data sharing with tech giants, promising better patient access. Finally, a major transition announcement introduces a new partnership while keeping the show's format intact, complete with a humorous twist.
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Microsoft Joins $4 Trillion Club
- Microsoft surpassed $4 trillion in market cap thanks to 18% revenue growth and strong Azure cloud sales.
- AI is a key driver, with cloud infrastructure spending surging to support AI workloads.
AI Spending Accepted by Investors
- Tech giants are investing massively in AI infrastructure, with Microsoft predicting $30 billion CapEx in one quarter.
- Investors now accept high AI spending as essential for long-term growth in cloud computing and services.
OpenAI's Growth and Cost Reality
- OpenAI's ChatGPT has grown to 700 million weekly active users, showing explosive demand.
- OpenAI expects to burn $8 billion in 2025 despite rapid revenue growth, highlighting AI's costly scale.