You seem to think simply re-stating the facts is enough to dismiss the article.
But you forgot to tell us WHY it is acceptable for Microsoft to charge their customers a premium for using their fully purchased licenses on a cloud provider of their choice rather than dedicated physical hardware. And why it is ok for Microsoft to create an artificial monopoly for these licenses via Azure Dedicated Host.
Microsoft sold licenses that could be used this way, customers used them this way, and now Microsoft wants to double-dip asking their customers to pay twice just to actually use their already owned licenses.
> What it sounds like is happening at the moment is Amazon is running a shit tonne of MSFT software without any MSFT licenses. Which sounds pretty cheeky to me.
That's not what is happening. People are buying Windows Server licenses and running them on compute that they rent from AWS. Until this change, that was completely inside the terms of Windows Server licenses (if for no other reason that they've been pushing hypervisor-based Windows Server virtualization for almost ten years).