The problem is that you don't know if this cloud offering is priced at-cost, or it has promotional pricing to kill the competition (AWS) and a pending increase

The problem is that you don't know if this cloud offering is priced at-cost, or it has promotional pricing to kill the competition (AWS) and a pending increase is coming once they get scale. People assume cloud servers are a commodity, but at $150'000+ company cost per software engineer, there's a lot of API and development that is happening to support the initial roll-out of cloud infrastructure, and we're not yet at the stage where such development costs are negligible compared to the total costs (Amazon is getting there, Google is just starting out...).