How would they explain for the investors that they'll lose money on each sold console?
How would they explain short-term losses to make up long-term market share? Other than Nintendo, pretty much every console gen starts as a loss on hardware. It's just a matter of how much the platform holder is willing to lose per box, and after the fuck up that was the Xbox One generation, it's not unreasonable to think Microsoft would be willing to invest on buying back some market share.
MS has to be aggressive. Sony is coming with backward compatibility this gen, so we're not going to see the type of hard reset that usually comes with a console cycle refresh. People already in the Sony ecosystem are going to have more incentive to stay put, which means MS is going to need to entice people to jump ship.
Offering a 12TF box for the same price of Sony's 9TF box would be a start.
If anything, I hope this leak forces sony's hand to leak some official technical details about PS5's computing power
I feel like the longer Sony stays quiet, the more truth there is to 9TF or at least a power gap that's not in their favor. If they were close to12TF, they'd just come out and say "wait for our reveal", and if they were 13TF+ they'd be trolling Microsoft's claims about "most power" and "we will not fall behind".