[fjtorres]

It's all about the money, not the plumbing.

When Linux was hyped as desktop-viable, MS cold shouldered it.
Once it became clear it would never happen and MS figured out how to make money off Linux...suddenly Linux was fine. After all, MS has *always* made money off XENIX, POSIX, and UNIX. MAC, ATARI, COMMODORE, too.

The MS game is "what's mine is mine, what's yours is negotiable".
Linux on Azure?
Beats Linux on AWS.

Same thing with the 150+ android apps from MS.
MS is the biggest developer on Android, by far. They can afford to make their apps cross-platform and tie them to Windows and Azure. The plan is simple: android and iOS become feeders for the productivity platforms. Same reason Surface exists, to keep Windows in control of the productivity market. When the desktop was key, they protected the desktop. When networks and servers were key, they fight for that.
Now that the cloud is the key, they'll fight there.
MS is big enough and diversified enough they can juggle and support all those segments and neglect none. Not everybody can make that claim.

XBOX, Surface, Windows, Exchange, Sharepoint, even Office, they're all feeders. Bait to keep Azure on top (along with AWS) well ahead of IBM, GOOGLE, ORACLE, etc. 15 feeders and counting. They all make big money but they're all secondary by now.

As far as MS is concerned, the Duo running Android is as significant as it running a TCP/IP stack. What matters is it driving users to Office, not Google; XBOX LIVE, not Playstation Network; Azure, not AWS. It's all about the subscriptions. (The same as Kindle existing to drive customers to KDP, KDP SELECT, KU, and Prime. Kindle dominates ebooks because of the store and subscriptions, not the eReader. Wasn't always the case, but it is now. The feeder is less important than the backend.)

BTW, Strictly speaking internet =/= cloud.
Internet is about communications, plumbing, whereas the Cloud is about computing services, virtual mainframes. The money in the cloud is in the subscription for the underpinnings and services that host the virtual machines. And the rainmaker virtual machines don't care what runs in them. It can be old-school software on Linux or Windows, it can be "AI" apps dependent on the proprietary extensions, or it could be Quantums apps (next decade) but the days when Linux vs Windows mattered (moneywise) are fading. Both are legacies by now. The computing world is moving on.

For now both IBM and Google are also rans in the Cloud.
Both are well advanced in Quantum Computing, though. MS and Amazon need to worry because that's where the the world is moving, both communication and computing-wise.

That is what Nadella and Bezos worry about.
Preparing for the next fight.

It's a Red Queen race.