IMO AWS is the true king — the Microsoft numbers are spiked by Office 365 licenses, most of which is renting Office itself. Amazon is the only one not playing games with definitions.

IBM is very vague, and I would guess that they are recharacterizing traditional software sales as private cloud by giving away cloud management components.

Google historically had a strange attitude towards enterprise sales and truely and royaly screwed over their search appliance customers for reasons that baffle the mind. They seem to investing, and hopefully don’t repeat those mistakes.