Their case study has more details on what the problem was they wanted to address and why they chose the Windows Azure cloudplatform over other available solutions they considered.
Agawi, formerly iSwifter, recently launched the 2.0 version of its cloud gaming platform and provides its partners with content streaming solutions for all devices, from mobile to PC to TV.
If you consider SharePoint as an operating system for the enterprise and allow business people to exploit the platform, embrace the ideals of the App Store, using hybrid deployments with integration to cloudsolutions (Office365 I think is a killer app here) then it is possible to have the best of both worlds.