40% of their revenue is from Azure and servers. You'd think even if companies aren't using MS branded AI products, they'll still make a shitload of money providing the backbone for it.

It's just like when they realized the lost the phone OS race and Ballmer left, they pivoted. They said, if we can't run the OS, at least our software can be on all the phones. So, they push Office mobile, make their own launchers, put a bunch of investment into Intune and MDM management.