To be honest seems like a bit of marketing to me, not a big fan of this sort of "price sensitive" announcement. Look at the CNW one from the week before it backfired, I am surprised the listing officer let it through. Is it good they are doing this, yes, is it material no, will it drive benefits only if executed well.
In my personal view I think companies are just trying to get the work "AI" out there to be attached to it, I think for it to be price sensitive it needs to have some tangible value attached to it.
Eg this partnership is expected to accelerate growth x% or add y% to revenue next year or some metric.
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