We will bring our scale in cloud and client, gaming and Al to take full advantage of recent evolution in silicon technology that allow re-use of silicon IP across edge and cloud, and allow us to combine our own silicon IP with IP from 3rd party suppliers. To do this we will take an end-to-end systems approach to our roadmap, encompassing application, middleware, infrastructure, and silicon. Our priority is to ensure the competitiveness of Azure and Windows individually but also collectively. Our competitors, including AWS with their Graviton server chips, GCP with their TPU, and Apple with their M series have illustrated how custom silicon can result in differentiation for their ecosystems. Continuing to innovate in silicon is key to ensuring the competitiveness of our cloud and device offerings.
