This part is concerning though.
1. Xbox is a known mess right now. Probably 2 or 3 years before it is sorted out or spun off as its own venture.
2. Windows devices are bread and butter of enterprises and I suspect most companies are holding off on hardware refreshes due to costs.
3. No idea about the search thing.
corvad•50m ago
Not unexpected but still crazy to see. It's a great time to be a hyper scaler.