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   Gabriele Svelto (gabrielesvelto@mas.to)'s status on Tuesday, 28-Apr-2026 18:36:27 JST Gabriele Svelto

   So many odd things happening just days before large tech companies Q1 earnings reports: Copilot moving to usage-based billing, Anthropic getting investments from its service providers, Microsoft and OpenAI altering their revenue share deal. It's almost like things are starting to unravel, isn't it?

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     Ted Mielczarek (tedmielczarek@mastodon.social)'s status on Wednesday, 29-Apr-2026 04:43:35 JST Ted Mielczarek

     • Infoseepage

     @Infoseepage @gabrielesvelto I think the whole thing will start to collapse when some of these multi-billion-dollar datacenter deals fail to hit their agreed-upon milestones and the companies that pledged the bulk of the funding exercise their termination clauses.

     I found this article from a law firm on the potential litigation risks involved quite illuminating: https://www.quinnemanuel.com/the-firm/publications/client-alert-emerging-litigation-risks-in-financing-ai-data-centers-boom/