Yeah that's just... click bait.
https://news.microsoft.com/2019/05/1...c-partnership/
Can people stop getting their information from videos? It's really just bad. Just read that, it's a short read and easy to understand. It's like a minute or two read.
It's not like AWS will always be the best use case for any datacenters. Azure for example has better hybrid (on site and off site) server integration.
Semiconductor development along with better processing would definitely benefit Sony for their camera sensor development, I'd presume they'd want to stay as the best in that field or branch out.