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‘Well this article doesn't seem very good. Not least because the author seems perfectly willing to not actually explain the detail, and then jump to conclusions .. some customers buy "on-premises licenses" without mobility rights, and MSFT used to let them use those licenses on outsourced hardware’

Seems perfectly clear to me:

“Microsoft has introduced a preview of Azure Dedicated Host, which provides a physical server hosted on Azure and not shared with other customers.”, ref

Microsoft has introduced it's own dedicated hardware.

“Alongside this new service, the company has made licensing changes that will make Microsoft software more expensive for some customers of AWS, Google and Alibaba.”, ref

And made it more expensive for “running Windows Server on any cloud that isn’t Azure”.

ref: https://www.theregister.co.uk/2019/08/05/microsoft_licensing...

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