AWS is unassailable as number one, but Azure is more fragile than they might appear in their #2 position. They use their Office online revenue to boost their numbers (EDIT: apparently they don't do that anymore), and their utilization is probably lower than the competition because they rely heavily on bundling new cloud services into legacy contracts at renewal to reach their targets. So lots of Office / Outlook / AD / Windows Server customers are getting hundreds of thousands of thousands of dollars worth of Azure that they’re not using, but count against their revenue number anyway.
On top of that, Azure’s technology stack is dreadful. Definitely the worst of the three.
What Microsoft does have is focus and dedication, they are clearly willing to spend billions of dollars in capex to strengthen their lead.
I think if Google were to get serious about communicating focus and dedication to their cloud business (the opposite of what they’re doing now), they could conceivably catch up to Microsoft.
On top of that, Azure’s technology stack is dreadful. Definitely the worst of the three.
What Microsoft does have is focus and dedication, they are clearly willing to spend billions of dollars in capex to strengthen their lead.
I think if Google were to get serious about communicating focus and dedication to their cloud business (the opposite of what they’re doing now), they could conceivably catch up to Microsoft.