When users are not using AI in the Cloud but AI on their PC they are benefitting about as much as such a service online would cost. MS is then able to somehow t

When users are not using AI in the Cloud but AI on their PC they are benefitting about as much as such a service online would cost. MS is then able to somehow take part of that saved money, perhaps by selling users more high-end apps which can run local-only on users' PC, and thus save users money they would otherwise spend on data-center services. Parts of that saved money must trickle to MS, because its software is what is producing that value.