Well, the MSFT investment is mostly in the form of cloud services spend/usage credits (vs. actual cash) which of course is one of the most important aspects (and massive expensive item) for OpenAI in developing and productizing their offering, given the nature of generative AI. MSFT has absolutely no secret sauce with Azure. AWS and Google (GCP) have those capabilities as well and can (and do) apply the same investment model. See also the recent AWS/Anthropic engagement.