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BTW, I think Microsoft's new GPU strategy is flawed in the other direction. Before they owned nothing. Now they own everything. In theory they can set up a blind bidding war for GPU manufacturing contracts meaning low prices. In reality, there's only two or three companies that can actually make the chips and aren't in a rush to fight each other over a low margin, high risk product. They also know Microsoft is absolutely dead without them, and may find a stagnating sales rate to be an unattractive contract proposition. If you can't manufacture yourself, then Nintendo's strategy is better, where you co-develop the chips, have the designer manufacture them, and maintain pleasant relations with the designer/manufacturer with promises of future contracts.