No, I don't see a lack of mobile as the "killer" of A.I. at microsoft. I think cracking the code of language and cultural support for A.I. is the limiting factor. Microsoft mentioned early that they were working on this. I have also noticed the other platforms lacking adequate language support for their AI. It is almost main English that is used as the main input data to develop and enhance it further. But for everyday use regionally and locally, eventually recognition of culture and language will me more relevant and valuable. I don't find A.I. very useful due to lack of language support.
I think microsoft still has a chance to redeem itself with A.I., when talking about it synonymously with technologies like, Siri, Google, Alexa and Cortana. Microsoft still has over 600 million potential users to co-develop Cortana with. The biggest frustration I have seen and experienced with windows and insiders and windows phone is the horrendously poor access to region and language support of the Cortana A.I. Only a handful of languages and regions are supoported. I do believe microsoft has their rational techinical, but also likely economic reasons for doing this. But as I see it this really slows down A.I. use and development. If microsoft is willing to challenge the competition by fully developing Cortana A.I. for multiple regions and languages in parallel, the lack of actual A.I. will matter less, as with a potential experimental datagroup of 600 million international users, combined with the insiders hub. There will be a massive datapool to refine it. If microsoft puts work into that first, then release the technology, I think they could still be ahead or at least at level of the competition. But it is a big jump microsoft will have to make.
But despite repeated feedback from my region and language, and many other regions, things haven't changed. Cortana is will only be mostly relevant for the US and a few English speaking countries to be of any value. They still haven't opened up to other regions in any meaningful way, when it comes to Cortana for windows. It's just not an interesting market or value proposition. In that position I exprience google and siri as the same, even though they have a higher market penetration with actual hardware. But in this case the hardware is only as good as its software if A.I. is also part of the sellingpoint. Microsoft has cut a lot in mobile, but I would then believe it has the space and financing then to redistribute financing to fasttrack the A.I. language support. I believe the hardware can follow quickly form this and doesn't necessarily define a lack of progress. Window 10 on current and older devices is the foot in the door that can help gather the necessary data to propell that fasttracking milestone. I'm sure insiders are waiting eagerly to help fastrack this development.