Too Much AI, Not Enough Demand? Microsoft Sounds the Alarm

Microsoft and OpenAI were once the golden duo of AI, but cracks may be forming. Microsoft is reportedly slowing down AI spending, and OpenAI is looking elsewhere for computing power.

Satya Nadella even hinted at an oversupply of AI in the market but does this mean demand is shrinking, or are companies just re-evaluating their AI investments?

With so many models emerging DeepSeek, Grok, Gemini, Claude, and OpenAI’s new iterations are we saturated with AI options but lacking real-world adoption?

Is AI demand truly shrinking, or is this just a market correction?

Will Microsoft and OpenAI’s partnership survive this shift?

Are we producing too many models without enough practical use cases?

Would love to hear what the community thinks!