20250531 - Microsoft and AI: spending billions to make millions

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 Patreon (enterprise rate): https://www.patreon.com/checkout/davidgerard?rid=6951364 Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt: https://pivot-to-ai.redbubble.com 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