Ana Ragrana

I think they have to because Google's really put down the gauntlet for all the rest of the hyperscale cloud providers to say that we have this chip that's doing really well.

What can Amazon do?

In fact, what can Microsoft do down the road in that framework?

Because at the end of the day, if you can build your own chip, it's much cheaper in terms of margins and your workloads, et cetera.

So one of the things we'll be hearing for is

What is their expansion plans right now?

What are their customers doing in terms of deploying AI?

One of the most important parts of AWS story that I don't think people understand, it's like knee deep into enterprises and that's where a lot of the data resides.

So for the next level of growth for us, it's not going to come from consumer apps.

It's going to come from enterprise AI adoption and a large portion of that is on AWS.

What are they doing with it?

What's kind of their partnership with OpenAI right now?

How many models do they have on their services and what kind of adoption rate you're seeing?

I think it's a very important one because at the end of the day, OpenAI will not be able to get into enterprises at that same level as it has on the consumer side if it's not on AWS.

Because at the end of the day, if you look at the relative size of AWS companies,

in terms of revenue compared to the others, it's still much bigger.

The issue that they are facing is, you know, they don't have a consumer app like ChatGPT that runs on AWS.

But when it comes to enterprise workloads, they're still the place to go.