{"id":222311,"date":"2025-05-04T06:37:46","date_gmt":"2025-05-04T06:37:46","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/internet-business\/this-week-in-ai-business-the-ai-supply-bottleneck-week-18-2025\/"},"modified":"2025-05-04T06:37:46","modified_gmt":"2025-05-04T06:37:46","slug":"this-week-in-ai-business-the-ai-supply-bottleneck-week-18-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=222311","title":{"rendered":"This Week In AI Business: The AI Supply Bottleneck [Week #18-2025]"},"content":{"rendered":"


\n<\/p>\n

In one of the latest weekly issues, I highlighted how we’re still at the CapEx stage of AI,<\/a><\/strong> with all its implications.<\/p>\n

I want to show you how this is reflected in Microsoft’s latest financials and what they tell us about the future.<\/p>\n

I heard many misleading analyses in the industry, such as “Microsoft is canceling its data center contracts. Therefore, the bubble is busting.”<\/em> <\/p>\n

Which completely misses the point of an underlying reality.<\/p>\n

Let me show you why. <\/p>\n

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The weekly newsletter is in the spirit of what it means to be a Business Engineer:<\/a><\/strong><\/em><\/p>\n

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<\/a><\/figure>\n<\/div>\n

We always want to ask three core questions:<\/em><\/p>\n

    \n
  1. \n

    What’s the shape of the underlying technology that connects the value prop to its product?<\/em><\/p>\n<\/li>\n

  2. \n

    What’s the shape of the underlying business that connects the value prop to its distribution?<\/em><\/p>\n<\/li>\n

  3. \n

    How does the business survive in the short term while adhering to its long-term vision through transitional business modeling and market dynamics?<\/em><\/p>\n<\/li>\n<\/ol>\n

    These non-linear analyses aim to isolate the short-term buzz and noise, identify the signal, and ensure that the short-term and the long-term can be reconciled.<\/em><\/p>\n

    Subscribe now<\/span><\/a><\/p>\n

    \n
    \n<\/div>\n

    \n
    \n Read more
    \n <\/a>\n <\/p>\n\n","protected":false},"excerpt":{"rendered":"

    In one of the latest weekly issues, I highlighted how we’re still at the CapEx stage of AI, with all its implications. I want to show you how this is reflected in Microsoft’s latest financials and what they tell us about the future. I heard many misleading analyses in the industry, such as “Microsoft is canceling its data […]<\/p>\n","protected":false},"author":1,"featured_media":222312,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[95],"tags":[46501,907,2908,1619],"dealstore":[],"offerexpiration":[],"class_list":["post-222311","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-internet-business","tag-bottleneck","tag-business","tag-supply","tag-week"],"yoast_head":"\nThis Week In AI Business: The AI Supply Bottleneck [Week #18-2025] - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=222311\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"This Week In AI Business: The AI Supply Bottleneck [Week #18-2025] - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"In one of the latest weekly issues, I highlighted how we’re still at the CapEx stage of AI, with all its implications. 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