What would a Microsoft investment in Dell mean for the cloud?

Microsoft could commit up to $3 billion to help finance the private-equity purchase of Dell, sources say. Such a deal to take Dell private could have implications for the cloud, Forrester Research analyst David Johnson says. "In the face of VMware and others surrounding software-defined datacenters, converged infrastructures ... will be critical. A Microsoft investment in Dell could really shake this up in short order," Johnson wrote in an e-mail.

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