Do they scencerely want to free themselves from Nvidia's dominance? If they do, then they could be sensible and expand support for GPU partitioning[0] in Windows. In addition to Nvidia, Microsoft could be using Intel Arc Graphics Virtualization[1] and AMD Instinct Virtualization[2] for their cloud workloads. Right now, they have a self-imposed limitation that limits it to Nvidia cards and Windows Server 2025.
[0] https://learn.microsoft.com/en-us/windows-server/virtualizat...
[1] https://www.intel.com/content/www/us/en/support/articles/000...
[2] https://instinct.docs.amd.com/projects/virt-drv/en/latest/us...