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The Azure infrastructure powering the Xbox One cloud is just awesome... A lot of people does not realize that...

Microsoft Azure and Amazon S3 are the only ones for now with this huge working infrastructure already in place to power their ambitious vision able to dynamically allocated an almost infinite number of VCPUs to remote devices.

That being said, Sony could actually use Azure or Amazon S3 to achieve the same thing (Apple is already using Azure/S3 for their iCloud).