My guess is that Microsoft booked capacity years ago. Either by strategic decision, with the belief they could yield the capacity to someone else, or through th

My guess is that Microsoft booked capacity years ago. Either by strategic decision, with the belief they could yield the capacity to someone else, or through their other hardware divisions (see: Xbox). It’s very likely they knew something like this was coming, as they’ve been doing FPGAs for more than a decade now.