That seems right. “Processes” (which includes LinkedIn and Office) and “intellig...

That seems right. “Processes” (which includes LinkedIn and Office) and “intelligent cloud” are the largest part of their operating income.[1] “More personal computing” (which includes Windows) was less than a third, only 27%, of their total last year:

  (In millions, except percentages) 2021  2020 Percentage Change
  Processes $ 24,351  $ 18,724 30%
  Intelligent Cloud 26,126  18,324 43%
  More Personal Computing 19,439  15,911 22%
  Total $ 69,916  $ 52,959 32%

VS Code, GitHub, LinkedIn, and their pervasive telemetry are definitely part of a broader strategy.

[1] https://www.microsoft.com/investor/reports/ar21/index.html