Daily AI news, sourcedAI claims that are circulating but not officially confirmed. Each has a status and a timeline of dated sources, and stays here after it is confirmed or debunked.
| Status | Rumor | Last checked |
|---|---|---|
| Unconfirmed | Did Microsoft record about $10 billion in revenue from OpenAI in the September quarter?Microsoft $10B revenue from OpenAI (Sep quarter) · Microsoft | · Microsoft |
| Unconfirmed | Did Microsoft disclose Azure quarterly revenue of $33.2 billion in dollars for the first time?Microsoft Azure quarterly revenue $33.2B disclosure · Microsoft | · Microsoft |
| Unconfirmed | Did Microsoft guide FY2027 CapEx to about $170 billion with second-half acceleration?Microsoft FY2027 CapEx ~$170B with H2 acceleration · Microsoft | · Microsoft |
| Unconfirmed | Did Microsoft guide FY2027 Q2 Agents & Infrastructure revenue to about $80.1–$80.7 billion?Microsoft FY2027 Q2 Agents & Infrastructure revenue guide · Microsoft | · Microsoft |
| Unconfirmed | Did Microsoft record about $10 billion in revenue from OpenAI commercial arrangements last quarter?Microsoft $10B revenue from OpenAI arrangements · Microsoft | · Microsoft |
How we label rumors
- Unconfirmed
- Circulating with at least one public source we can link to; no official confirmation.
- Reported
- Reported by a news outlet; not confirmed by the company.
- Confirmed
- Confirmed by the company or another official source.
- Debunked
- Denied by the company, retracted by the original source, or shown to be false by the evidence.
We record what sources show, with dates. We don't predict or score how likely a rumor is.