The $37 billion AI run-rate — up 123% — sits in the call commentary, not a filing line. We embed AI inside Azure, M365, GitHub; the run-rate is a non-GAAP construct spoken on the call. The filings keep AI folded into existing segments. That tier gap runs through the quarter's other headline metrics too: Copilot seat counts, Azure growth, roughly $190 billion capex guidance, OpenAI deal terms — all disclosed in commentary while the filings keep AI inside the segments we already report. Reading us means noting which venue a fact is allowed to appear in.