I think GH/Microsoft got caught by surprise to the huge usage number increase as a result of LLMs. Microsoft started rolling all of its DCs to OpenAI around 201

I think GH/Microsoft got caught by surprise to the huge usage number increase as a result of LLMs. Microsoft started rolling all of its DCs to OpenAI around 2019-2020 to begin LLM training, then we saw a huge GH increase in late 2024 and Azure was just out of capacity for infinite GH scale.