What is Bloomberg?

Microsoft's AI business excluding OpenAI revenue generated roughly $10 billion in fiscal year 2026, against $115 billion in capital expenditure and a planned $175 billion the following year.

“In fiscal year 2026 which just ended for Microsoft annoying I know they made total according to Bloomberg about $34.33 billion $24.1 billion of that was from OpenAI so that leaves them with about $10 billion in a year when they spent 115 billion on capital expenditures just intend to spend 175 billion next year.”

Hyperscaler capex on a rolling basis has surpassed $3 trillion, up from $500 billion in December 2022.

“Bloomer consensus on a rolling basis now surpassed $3 trillion.”

A Bloomberg commentator argues AI ghostwriting is not novel because ghostwritten op-eds by staff have long been published under executives' names without controversy.

“Prior to AI, there were plenty of high-profile people publishing opeds under their own name that were entirely written by some underling, and I don't think there was much controversy about it.”

Martin Shkreli's Bloomberg terminal clone startup has reached multi-million dollar revenue, making it a notable AI-native fintech challenger worth tracking.

“Yeah. He started audio AI one, but the one that took off is the Bloomberg terminal, I think. And they're now like multi-million dollar revenue.”

No Bloomberg terminal or equivalent platform currently scans executive compensation packages for investment signals such as performance-vesting RSUs, leaving a systematic edge unexploited.

“I'm I'm not aware of any Bloomberg terminal or equivalent that is at the moment structurally scanning things like that.”