After nearly a month of discussing the value reshaping of hyperscale CSPs, today’s earnings reports from Microsoft and Amazon have completely validated it. This also confirms the earlier statement: 'The performance of hyperscale CSPs will be a more important indicator for measuring the industrialization of AI.' Looking at the comments from Microsoft’s Nadella and Amazon’s Jassy during their earnings calls, they both affirmed a trend we’ve been talking about: 'Enterprises won’t entrust all their operations to a single general-purpose large model. Instead, they’ll build around different business scenarios, combining cutting-edge models, low-cost small models, open-source models, and their own proprietary models, orchestrated through a unified platform for context, memory, identity, permissions, agent runtime, and governance.' This is the scenario-specific, multi-model framework we’ve been discussing over the past month.