In his view, there is “an enormous adversarial variety drawback as of late the place other folks it is only a bunch of tech firms nonetheless the usage of VC cash to shop for a number of GPU,” he stated at the income name, regarding challenge capital and graphics processing devices. However Microsoft is “now not even taking part in maximum of that as a result of we are actually going to the actual call for, which is within the undertaking area or our personal merchandise, like GitHub Copilot or M365 Copilot,” he added.