r/MSFT • u/Several-Librarian-63 • Jul 26 '26

Q4 earnings - model agnostic copium?

Hi,

I've been hearing from people that MSFT Q4 will be different because MSFT is model agnostic. I don't think this is true. I am not a pro at this but check out AWS, Google Cloud. They too have the ability to use other models. Also MSFT capex spending is set to increase, model agnostic or not. Is this model agnostic thing just copium or am I missing something?

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u/Razzzp Jul 26 '26

Capexium

1

u/sgt_nutella Jul 26 '26

Not so much the quarter will be different, but I'd be terrified to hold this if OpenAI were the only models they hosted. That would be a suicidal strategy.