Azure servers already run AMD CPUs. The most likely scenario is MS buying AMD or parts of it and licensing it back to AMD. That way AMD and the GPU business continues as it is. If this happens , it very likely to build custom servers for Azure, keeping costs and energy use down. Of course, the Xbox will benefit too as all the research and development that goes into this will go into the next Xbox. The only downer is that this could potentially p*ss off Intel. But as long as MS don't manufacture PCs and Servers for general retail they will be happy.