Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips

Do they scencerely want to free themselves from Nvidia's dominance? If they do, then they could be sensible and expand support for GPU partitioning[0] in Windows. In addition to Nvidia, Microsoft could be using Intel Arc Graphics Virtualization[1] and AMD Instinct Virtualization[2] for their cloud workloads. Right now, they have a self-imposed limitation that limits it to Nvidia cards and Windows Server 2025.

[0] https://learn.microsoft.com/en-us/windows-server/virtualizat...

[1] https://www.intel.com/content/www/us/en/support/articles/000...

[2] https://instinct.docs.amd.com/projects/virt-drv/en/latest/us...