To give you some details without compromising the confidentiality, the MS AX Performance Team has revealed some details on their blog.
I also find some best practises for SAP on the vmWare site, but it seems to be a SAP initiative. Maybe that's the key take away from this discussion and then it's up to "someone" with the competence, access to a suitable vmWare platform and the necessary set of tools, to do "something" in this area.
Case closed