Oddly enough, the three biggest cloud vendors by revenue are MS, Amazon, and _IBM_ (see links below).

IBM Cloud revenue is a head-scratcher. I've had to use them in the past, and while they have some unique features, it's hard to imagine anyone choosing them unless they had an explicit need for those features, or were forced into using IBM due to existing business relationships. I guess corporate inertia (possibly from the SoftLayer days) is a hard thing to overcome.

https://www.forbes.com/sites/bobevans1/2018/07/11/microsoft-...

https://www.forbes.com/sites/bobevans1/2018/05/21/top-cloud-...

https://www.forbes.com/sites/bobevans1/2018/04/27/microsoft-...

Is that really what you think? Google Cloud is far and away the best service for machine learning right now. There's a reason why basically every company that has ML training needs is switching from AWS to GCP. Not only is Tensorflow, which is the only production machine learning framework that anyone uses, basically 100% integrated with GCP, the Google Compute Engine is the only way you can get access to TPUs.

At my company, we use GCP almost exclusively with preembtible TPUs as our primary compute for training models. It's not cheap, but you can't beat the performance and quality. Plus when you compare it with how much the engineers here are getting paid, it's a drop in the bucket ultimately.

If you ignore Office 365, GCP is much closer to Azure than Azure is to AWS. Microsoft's inclusion of Office 365 into its "Cloud" revenue makes their cloud platform seem to have much larger market share than what it actually has.

Yea don't underestimate MS's enterprise connections. Gives them a huge leg up in cloud.