Hmm... actually don't think that's inaccurate. What customer-facing homegrown silicon does Microsoft offer? I know they have "custom" Intel chips (as do all the major cloud providers), but AFAIK they don't have anything like Amazon's Graviton (which is on its second generation) or Google TPU (on its third generation). They also don't offer Xilinx FPGAs to customers AFAIK. I know they are hiring in custom SoC development, but they nothing customer facing in Azure yet.