Alex Heath

speaker

672 appearances 6 recordings 1 series first heard Oct 2025 last heard 3 Sep

Alex Heath’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.

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That would be awesome.

Um I think I think these numbers, including this 250 billion Azure thing, is like

If everything goes according to plan, that's the number then that you should anchor to.

I would actually say that for all these deals.

The NVIDIA one, the AMD one, all these like these big trillion plus numbers are that is what will happen if everything works.

I think that's like the pie in the sky best case scenario.

So no, I don't I would be shocked if OpenEye actually spends an additional 250.

Billion with Azure.

Maybe they do.

Maybe I'll eat my words there.

But yeah, these deals are very much handshake-like if it works right now.

All right.

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