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Microsoft lacks the credibility and track record for this to be anything but talk. Hardware doesn’t simply go from zero to gigawatts of infrastructure on talk. Even Apple is better positioned for such a thing.


Microsoft has plenty of home grown hardware on Azure, some of which even has firmware written in Rust nowadays.


Yep, tons of decent homegrown stuff in Azure. And for a long time - see the Catapult FPGA cards.




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