Honestly, something no one is talking about is capacity , my theory is that they have run out of capacity and realized that there is no way to meet the capacity required with the exclusive Microsoft deal. Azure neither has the chips nor the power to meet the demand . Growth has stalled and they see no way out of this other than scale down and go do it somewhere else .

A datacenter full of latest gen GPU instance each drawing close to 4400 watts when the thing fully revs up is no joke