owing to a slight miss on revenue

Nope, try again.

spending surged 66% to $37.5 billion in the latest quarter … approximately 45% of the company’s $625 billion in remaining performance obligations (RPO)—a key measure of future cloud contracts—is tied directly to OpenAI

Ding ding ding! That’s right, OpenAI, the company where being profitable is a physical and mathematical impossibility!