They've really painted themselves into a corner with their AI investments. It's starting to look like the total addressable market is a small fraction of what they'd need to break even on their atrociously ill-advised investments into the sector, and now they're becoming increasingly desperate to shoehorn a technology that nobody wants into everything they can.
Literally everybody who has an inkling of an idea of what's going on in the AI space knows how this ends, but somehow the board and c-staff at MSFT are not counted amongst the inkling havers. In a few years they're going to have to write off countless billions that they've wasted on this idiocy and nobody will be surprised but them.