Arcgis allow people to use azure or AWS clouds, but the implementation is based on virtualization and hosting, why not think to create a geo cloud, to allow geographic solutions on the native way for ArcGIS, in that way ArcGIS can provide SAS or Functions and developers can include their own solutions, the idea is not to deal with all the configurations in order to have the ArcGIS servers working, is better to pay a cloud with all of the stuff perfectly installed shared resources that are a lot cheaper than own the resources.