MS is not a hardware company, and history has shown that Sony is and has always been more involved than MS when it comes to these shared technologies they have been using since the PS360 generations.
This is also true to an extent, though. It's just wrong, however, for anyone to say the Xbox chips are not custom chips either, but at the same time, you have to understand what level of customizations go into the chips designs. Eg. MS chips are more "off the shelf" than Sony's chips ever are. As you will always see stuff in sonys iteration of the APU that is just not in any other version of that chip. This happened with the PS4pro with half of the CUs in the GPU being bigger than the other half to support specific CBR hardware. Happened again with the PS5 with there being that whole storage pipeline and cache scrubbers.
MS, on the other hand, tend to take a simpler less invasive approach to customizations. Like they took out the infinity cache form the GPU while keeping everything else the same.
I think its wrong to say MS "lucked out" but I don't also buy into the whole forward-thinking thing. You can't say something or somone is forward thinking when you do not see the evidence. Eg. MS has been working on AI stuff since 2017. They even previewed it, but why didn't they use it? Why did AMD never try and do any AI stuff on RDNA2 GPUs that clearly supposedly had the "hardware" to do it? MS had ML-upscaling running two years before their console released... and yet it was never even hinted at as part of their architecture suite.
Why is the Zboz equivalent GPU test in this video showing as much as a 10ms hit in these tests? I feel there is more to all this than we clearly know.