Tanay Jaipuria

@tanayj

partner @wing_vc investing in AI applications, infra and physical AI. opinions, analysis, and banter on technology and business

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Technology

Microsoft records $10 billion in quarterly revenue from OpenAI

TechCrunch reports the OpenAI revenue was nearly 11% of Microsoft's $92.3 billion total for the quarter ending September 30.

5 Sources, 13d ago, updated 13d ago

Microsoft recorded $10 billion in revenue from OpenAI | TechCrunch

Google's 7- and 8-year-old TPUs reportedly remain at 100% utilization

A post citing Google AI infrastructure SVP Amin Vahdat says the chips are on a roughly six-year depreciation schedule.

3 Sources, 29d ago, updated 29d ago

Nebius's B200 auction reportedly showed its pricing was 15% too low

A post citing Nebius CRO Marc Boroditsky via The Information podcast says pipeline prices were 15–20% below what buyers would pay. Preemptible compute now reprices algorithmically every 15 minutes.

1 Source, 45d ago, first seen 45d ago

AI costs have reportedly fallen about 47% per quarter since 2023 at a given performance level

Epoch AI says AI is getting cheaper faster than any other transformative technology in history, with cost declines four times faster than DNA sequencing and six times faster than compute.