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We did get this amended agreement between Microsoft and OpenAI, where Microsoft will

remain open AI's primary cloud partner, but OpenAI can now serve all of its products to

customers across any cloud provider.

Initially, Microsoft was down a few percent off this.

But I question that.

We know that Microsoft is not going to be paying Open AI anything.

It's just going to be receiving money from Open AI.

Thank you, Dan Ives.

Yeah, no longer paying your revenue share.

But one thing is certain. This stock was up a great deal, Dan Ives. Yeah, no longer paying a revenue share. But one thing is certain,

this stock was up a great deal, but it consolidated. Now, what does that mean for when it

reports this week? I have to tell you that they are announcing so many different things that

indicate they are tightening their belts that if they have any revenue growth, it could really

surprise people.

Yeah, tightening belts in some areas. I think in others, they've been a little bit more aggressive recently in snapping up data center releases because the real bottleneck to Azure

growth has been compute capacity. So if you can get more supply on, you can get a nice

acceleration there. Now, what do you think that means in terms of Open AI being able to use now, and be able to use Amazon? But also, I mean, to me, Microsoft's out of capacity so they can switch and put some stuff on Amazon. Could be good for Open AI. They think it is. Sure. Yeah. Could be good for... Maybe it's one that both sides win i don't know yeah again

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