This blog post series highlights the key announcements and major updates related to Azure Infrastructure as a Service (IaaS) and Azure Local, as officially released by Microsoft in the past two weeks.
Azure
General
Licensing changes for future Azure VMware Solution subscriptions starting October 16, 2025
Microsoft has announced licensing changes for Azure VMware Solution (AVS) following Broadcom’s updates to VMware licensing policies. Beginning October 16, 2025, customers purchasing new or additional AVS nodes must bring their own portable VMware Cloud Foundation (VCF) subscription from Broadcom or an authorized reseller. Existing AVS deployments with VCF included under Reserved Instance (RI) terms can continue operating without licensing or product changes through the end of the RI term, and customers may use the self-service exchange process to trade in an RI on or before October 15, 2025 for a later expiration date. For Pay-As-You-Go subscriptions that included VCF, customers are advised to contact their Microsoft account team for details and key dates. The AVS service itself is unchanged and remains a fully managed VCF private cloud in Azure.
At-cost data transfer between Azure and an external endpoint
Azure now provides at-cost data transfer for customers and Cloud Solution Provider partners in Europe who move data over the public internet between Azure and another data processing provider, supporting interoperable, multi-cloud architectures. Eligible organizations—those with billing addresses in the European Economic Area (EEA), European Free Trade Association (EFTA), or the United Kingdom—may request a credit for such cross-cloud transfers by following the documented Azure Support process and meeting the stated eligibility requirements.
Azure mandatory multifactor authentication: Phase 2 starting in October 2025
Microsoft confirmed the next phase of its mandatory multifactor authentication (MFA) rollout for Azure sign-ins, citing research that MFA can block more than 99.2% of account compromise attempts. Following the August 2024 announcement and the completion of Phase 1 in March 2025 (enforcement for Azure Portal, Microsoft Entra admin center, and Intune admin center sign-ins across 100% of tenants), Phase 2 will begin on October 1, 2025. This phase enforces MFA at the Azure Resource Manager layer for resource management operations across clients including Azure CLI, Azure PowerShell, the Azure Mobile App, REST APIs, SDK libraries, and Infrastructure-as-Code tools, with gradual application via Azure Policy under safe deployment practices. Notifications have been sent to Microsoft Entra Global Administrators through email and Azure Service Health. The change requires users to authenticate with MFA before executing resource management actions; workload identities such as managed identities and service principals are not impacted. To prepare, organizations are advised to enable MFA for users by October 1, 2025, assess potential impact using built-in Azure Policy definitions in audit or enforcement mode, and update clients to Azure CLI version 2.76 and Azure PowerShell version 14.3 or later. If MFA cannot be enabled by the start date, a Global Administrator can postpone enforcement in the Azure portal, with further communications to follow via established channels.
Compute
Retirement: Azure Kubernetes Service on VMware (preview) will be retired on March 16, 2026 (preview)
Azure Kubernetes Service on VMware (preview) will be retired on March 16, 2026. Customers are encouraged to transition to Azure Kubernetes Service on Azure Local before that date to take advantage of its enhanced capabilities. After March 16, 2026, deployments of AKS on VMware will no longer be possible and support will cease. For additional questions, Microsoft directs customers to AKS on Azure Local.
Azure D192 sizes in the Azure Dsv6 and Ddsv6-series VM families
Microsoft has added the D192 size to the Dsv6 and Ddsv6-series VMs, powered by 5th Gen Intel® Xeon® Platinum 8573C (Emerald Rapids). Dsv6 uses Azure managed disks only, while Ddsv6 offers local temporary storage. These sizes deliver 192 vCPUs and 768 GiB RAM, targeting general-purpose, memory-intensive, and enterprise workloads such as SAP, SQL, in-memory analytics, large relational databases, web/app servers under moderate-to-heavy traffic, batch processing, and dev/test. Azure Boost provides up to 400K IOPS and 12 GB/s remote storage throughput with NVMe-enabled local and remote storage, and up to 82 Gbps network bandwidth. Security is strengthened with Intel® Total Memory Encryption (TME), and the NVMe interface yields up to a 3× improvement in local storage IOPS for low-latency access.
DCa/ECa v6-series AMD-based confidential VMs now generally available
Microsoft is making the new DCa/ECa v6-series AMD-based confidential virtual machines generally available in UAE North, Korea Central, West Central US, South Africa North, Switzerland North, and UK South. Powered by 4th Gen AMD EPYC™ processors with Secure Encrypted Virtualization – Secure Nested Paging (SEV-SNP), these VMs provide hardware-based memory encryption so that memory written by a VM can only be accessed by that VM, with encryption keys generated by a dedicated secure processor on the CPU and not retrievable from software. The lineup includes the general-purpose DCasv6-series and the memory-optimized ECasv6-series, offering improved performance and price-performance over prior AMD-based confidential VMs. Workloads can typically migrate without code changes, making these VMs well-suited for processing sensitive data such as PII and PHI within an attested trusted execution environment.
Azure HBv5-series VMs (preview)
Azure has introduced HBv5-series VMs in public preview in the South Central US region. Designed for memory bandwidth–intensive HPC workloads—including CFD, automotive and aerospace simulation, weather modeling, energy research, molecular dynamics, and computer-aided engineering—HBv5 features 6.7 TB/s of memory bandwidth across 450 GB (438 GiB) of HBM. Each VM provides 368 4th Gen AMD EPYC™ cores at 3.5 GHz base and up to 4.0 GHz boost with no simultaneous multithreading, 800 Gb/s NVIDIA Networking InfiniBand for supercomputer-scale MPI, and 15 TiB of local NVMe SSD delivering up to 50 GB/s reads and 30 GB/s writes.
Networking
Introducing the new Network Security Hub experience
Microsoft has expanded and rebranded the Azure Firewall Manager experience as the Network Security Hub, a centralized interface that unifies Azure Firewall, Web Application Firewall (WAF), and DDoS Protection. The refreshed experience simplifies the Azure Networking portfolio with improved navigation, consolidated service overviews, and enhanced visibility into security coverage. A redesigned landing page surfaces common use cases, documentation, pricing, and recommended scenarios to accelerate onboarding. Key highlights include a single hub to manage Firewall, WAF, and DDoS Protection, an enhanced coverage dashboard across virtual networks, hubs, and applications, Azure Advisor–driven recommendations for security and performance, and streamlined discovery of resources such as Virtual Hub deployments and Firewall Policies.
Enabling dedicated connections to backends in Azure Application Gateway
Azure Application Gateway v2 now supports dedicated connections from the gateway to backend servers. While the default behavior reuses idle backend TCP connections to optimize resource usage, the new setting maps each incoming client connection to its own distinct backend connection, enabling strict one-to-one communication between frontend and backend when required.
Backend TLS validation controls in Azure Application Gateway
Azure Application Gateway v2 announces the general availability of customer-controlled backend TLS validations. When HTTPS is selected in Backend Settings, operators can now enable or disable certificate chain and expiry verification and separately enable or disable SNI verification. These options allow teams to tailor TLS behavior to the needs of diverse environments while preserving secure, reliable connectivity to backend services.
Storage
Azure NetApp Files migration assistant
Azure NetApp Files migration assistant (using SnapMirror) is now generally available, enabling efficient, cost-effective data migration from on-premises environments or CVO/other cloud providers to Azure NetApp Files. Available via REST API, the capability leverages ONTAP replication to reduce network transfer for baseline and incremental updates, supports low-downtime cutovers to minimize business disruption, and preserves primary data protection with source volume snapshots while maintaining directory and file metadata, including security attributes.
Retirement: OS disks on Standard HDD will be retired on September 8, 2028
Microsoft announced that service for operating system (OS) disks running on Standard HDD will be retired on September 8, 2028, in alignment with evolving usage patterns and investments in disk performance and reliability. After that date, any remaining OS disks on Standard HDD will be converted to Standard SSD of equivalent size if not migrated beforehand, with further details to follow in public documentation. This change does not affect Standard HDD data disks (non-boot volumes) or Ephemeral OS disks. To mitigate risk, customers are expected to avoid deploying new VMs with HDD OS disks and to migrate existing HDD OS disks to Standard SSD or Premium SSD ahead of the retirement date.
Azure Data Box Next Gen expands general availability to additional regions
Microsoft has expanded general availability for Azure Data Box Next Gen to India, Qatar, South Africa, and Korea. With this update, both the 120 TB and 525 TB NVMe-based Data Box devices are generally available in the US, UK, Europe, US Gov, Canada, Japan, Australia, Singapore, India, and Qatar. The 120 TB model is also generally available in Brazil, UAE, Hong Kong, Switzerland, Norway, South Africa, and Korea. Announced earlier this year, the next-generation devices have already ingested several petabytes across multiple industries, with customers reporting up to 10× faster transfers. Organizations value the devices’ reliability and efficiency for large-scale migration projects, and can select the appropriate SKU and place orders directly from the Azure portal.
File share-centric management model for Azure Files (preview)
Azure Files now introduces a file share–centric management model via the Microsoft.FileShares resource provider, making file shares top-level Azure resources that no longer require a storage account. With this shift, file shares can be provisioned independently for capacity, IOPS, and throughput—removing contention with other shares and enabling granular networking and security controls. The model adopts the SSD provisioned v2 cost structure for predictable, flexible billing and brings ~2× faster provisioning, higher scale limits, and share-level billing for clearer cost attribution. This preview streamlines creation and lifecycle management while aligning performance and cost directly to each share.
Azure Local
Direct upgrade from Azure Stack HCI OS 22H2 to 24H2 via PowerShell
With the 2505 release, Azure Stack HCI administrators can now perform a direct in-place upgrade from version 20349.xxxx (22H2) to version 26100.xxxx (24H2) using PowerShell. This streamlined path removes an intermediate hop, reducing the number of reboots and simplifying maintenance planning ahead of the broader solution upgrade.
Conclusion
Over the past two weeks, Microsoft has introduced a slew of updates and announcements pertaining to Azure Infrastructure as a Service (IaaS) and Azure Local. These developments underscore the tech giant’s unwavering commitment to enhancing its cloud offerings and adapting to the ever-evolving needs of businesses and developers. Users of Azure can anticipate improved functionalities, streamlined services, and enriched features as a result of these changes. Stay tuned for more insights as I continue to monitor and report on Azure’s progression in the cloud sphere.