Microsoft Is Smoking Amazon in the Cloud

I was wondering "why would Google write about this on its AMPProject site?!"

This redirecting thing from Google's own properties just so you can get a slightly better mobile site is really stupid. Please stop doing this. Publishers doing this are going to regret it a few years down the line, just as much as they now regret buying into the "Facebook is a news platform" promise made by Zuckerberg to them - only to now turn around and say they have to pay for ads to show stories to users.

Quite an interesting read. I don't see how growth rate can continue without capital investment and the last research I saw showed AWS with much more investment.

http://www.platformonomics.com/2018/05/follow-the-capex-sepa...

That said, I do see solid Azure growth. Once people get O365, Azure AD follows and then it's architecturally easier to use other Azure services.