I believe I see MS plan and its multi-tiered. So MS as a company is moving towards a tools and service company. They have been poring huge amounts of money on their cloud infrastructure to the point even competitor companies like Apple use them for their streaming services. Now MS is trying to leverage Azure within the gaming space. It seems MS is on a two prong attack in this space and the second part is not as obvious. This line stands out to me as another goal MS has which is not directly tied to XBL
"I think there'll be cases where developers will want services that the Compute isn't designed for, things like database services or CDNs"
I believe MS is trying to be the hosting service within the gaming space for all the different cloud based services that they offer today with Azure. Now MS offers affordable hosting services for things like persistent worlds for any game, content servers and registration etc.
Take a company like EA who have their own servers which they use for their network. One of the problems is that those servers must be up all the time and set to provide a service to a specific game. Once the user base drops to a certain point, they drop the server for that game.
Moving to MS cloud, they would have the ability to spin up those servers only when needed which would reduce the cost of maintaining the servers compared to how they do it now. I would not be surprise if MS is trying to sell publishers and even big time independent developers on Azure with content servers and such.








