satya nadella saw the potential in sam altman in the business he was doing. he started investments early and has continued to invest in that. microsoft has the capital to fuel a business like openai and chatgpt which of course has been a major catalyst for a boom in funding and investing in artificial intelligence. can microsoft stay ahead of the competition? microsoft needs to continue to capitalize on the openai relationship. at the same time, it's all about making sure that investors and your customers believe in your ai story. do they believe you are weaving ai into core products including search? microsoft has been a huge laggard behind google in search. if microsoft can start to steal some of the march on google when it comes to search in terms of being search engine for example, it would be a huge advantage for microsoft. paul: it's not been all champagne corks for the tech earnings. let's talk about intel. this company used to be the world's dominant chipmaker and has had a tough couple of quarters. what are they doing to turn things around? >> intel