Openai has an "at cost" azure deal with Microsoft. They don't make any azure money from them.

This feels like a mix of "kee pthe bubble moving somehow" hype and a shot across the bow at Microsoft, who are in a nasty back and forth with Openai right now because openai wants to break its early deals with Microsoft to go fully for profit to get a large amount of funds from Softbank. Microsoft isn't okay with that, as it would cost them exclusivity to Openais tech and various other things.