>We are seeing AI now driving real business results across the company. We delivered our first ever $100 billion quarter. Five years ago, our quarterly revenue was at $50 billion. Our revenue number has doubled since then, and we are firmly in the generative AI era.

They also do a lot of different stuff in AI, like they make their own TPUs and "Anthropic recently shared plans to access up to 1 million TPUs". So some of the business is a bit Nvidia like.