They need to justify to the markets that their Azure investments were worth it. The whole company is built around Azure. The AI justification is just a storefront for it. Every engineer who worked on it will tell you it's a pack of cards waiting to crash. All the issues with Github, etc. are just side effects. Otherwise, if they write off Azure, their stock price will take a dip as they just admitted to burning cash on a lost cause - which it actually is (my personal opinion).