Power Bites - May 1, 2026

About this episode

This episode discusses the shift in AI from a narrative of infinite growth to one focused on budgets, highlighting significant developments from OpenAI, Google Cloud, and Microsoft.

This week, AI stopped being a story of infinite growth and became a story of budgets. OpenAI's own CFO told her team, in private, that the company may not be able to pay for the servers Sam Altman wants to contract. That same day, Google Cloud reported more than $460 billion in signed AI contracts, and Microsoft built — in three years — an AI business the size of what took Salesforce twenty-five. Those, and six more stories that just shifted the conversation, I broke down in PowerBites: newsl...

People in this episode

Host: Julio Zelaya

Topics covered

• AI growth
• budgets
• technology contracts
• business development
• cloud computing

Keywords

• AI
• OpenAI
• Google Cloud
• Microsoft
• budgets
• technology
• business

Mentioned in this episode

Organizations: OpenAI, Google Cloud, Microsoft, Salesforce

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