Here are a few links to some resources that take a look at Microsoft’s Cloud efforts – specifically Microsoft’s SQL Azure. These resources are both podcasts that can be heard on their respective pages, or of course downloaded to your trusty iPod.
This first link is an interview with Microsoft MVPs Brent Ozar and Kevin Kline, both of Quest, at the recent Microsoft TechEd conference where they give their thoughts on the Microsoft’s overall cloud computing strategy and its impact on BI and virtualization: http://searchsqlserver.techtarget.com/podcast/Cloud-efforts-advance-SQL-Server-evolves
This second link is a TechNet radio interview with Kevin Kline of Quest Software and Karen Forster of Platform Vision as they discuss the growing importance and vast business opportunities provided by data in the cloud: http://edge.technet.com/Media/TechNet-Radio-Microsoft-SQL-Azure-Growing-Opportunities-for-Data-in-the-Cloud/
Hope these resources are helpful.