Comment by crop_rotation

Isn't Microsoft too late to the chip game? Both their competitors AWS and GCP have their own ML training chips, while Azure has nothing. The article seems like they may have something by next year, but by that time the competition would have evolved even more. Nadella has executed on strategy brilliantly but on the cloud seems it seems like the tech innovation is a bit lagging. It hasn't mattered that much so far though due to how entrenched the MS stack is in the enterprise.