Azure themselves had a US Govt contract terminated 3 weeks ago. The final line of the news items suggests Ford are the ones they are having to please - so maybe the loss of the Govt contract was itself engineered..
(or maybe I am just reading too many things between too many lines!)
PS: I suppose we could perhaps take some comfort from the fact that if Ford are demanding AD's undivided attention, it suggests Tanfield were pretty good in their shopping skills when they picked Azure in the first place - and maybe that bodes well for their judgment in finding other best-of-breed suppliers.