Topic: Microsoft

Faktum AI articles about Microsoft.

Compute meters and growth targets in conflict — illustration for OpenAI business model analysis

Analysis 20 May 2026 at 16:54:33 14 min

OpenAI's growth wedge: revenue, compute, and ecosystem dependency

Faktum AI analysis of the contradiction between OpenAI's growth targets and compute commitments — hyperscaler circular financing, subscription model, and the approach of token austerity.