This sounds… plausible actually. They have this big stake in GPU datacenters for AI, that are (and will be) burning incredible amounts of money and are not turning a profit anytime soon. That same crazy level of investement on AI is making hardware costs go up, especially gaming hardware.

But Microsoft, being the benefactors who have inherited the company from philantropist and kids-lover Bill Gates, have thought of us! They will share a bit of their shiny GPU datacenters’ plwer for gaming and all they will be asking for is a lot of your money. I can see that.