Now Playing
Microsoft's AI Revenue Crown, FuriosaAI's $620M & Agent Security Surge
Audio is available on Spreaker — see link below.
OpenAI is now Microsoft's single largest revenue source at $10B in one quarter — and the ripple effects are reshaping AI infrastructure, chip competition, and enterprise security. From FuriosaAI's sovereign-backed chip bet to a $400M agent security raise, this episode breaks down what the money is really saying.
Audio is available on Spreaker — see link below.
OpenAI is now Microsoft's single largest revenue source. Not Xbox.
Here's what matters about the capex numbers. Microsoft committed over fifty billion in the most recent quarter and announced a hundred and seventy billion for fiscal twenty-twenty-seven.
Copilot daily users grew nearly fifty percent quarter over quarter and five times year over year. Enterprise seat growth is up eight times annually.
The infrastructure story doesn't stop at Microsoft. Seoul-based FuriosaAI closed a six hundred and twenty million dollar Series D at a two-point-nine billion dollar valuation.
Upwind raised four hundred million dollars at a three-point-eight billion valuation for cloud security. The specific reason is the one to retain.
Foundry Robotics raised a hundred million in Series A funding to operate autonomous manufacturing facilities for drone and satellite components. The model isn't selling robots.
Chapter summary auto-generated from the verified script. Listen to the full episode for the complete content.