I think everyone agrees that AWS is a clear leader, but both Microsoft and Google report bundled Office Suite/Cloud Computing revenue as a single number, so it's completely unclear who is actually in second place.
I don't get why people are in denial that Azure is doing well. If you want to know why Google isn't doing -great- in the cloud, it's because people are afraid they will kill the project. It's because they don't have a "hook" like AWS and Azure have. AWS has a massive user base already, good reason to adopt it. Azure hooks into so many other Microsoft services and developer tools, good reason to adopt it. GCS has...what? Sure, some cool things, but we're talking about compute, compute where where the money is. Even if you adopt GCS for some edge or AI projects, that's not a lot of spend.
And while this may be splitting hairs, I think it matters what they're actually selling. If they're moving on-prem customers to SaaS, that doesn't seem like a particularly useful comparison, since we already know MS sells a tonne of proprietary software to enterprise.
I think the ambiguity that people are so inclined to over engineer that they can't possibly imagine something so simple as a vanilla VM with a SQL SaaS hooked to it as "the cloud" because it's not complex enough.
you can argue that running active directory in a cloud vm is still in the cloud - yes, but that's not the same kind of growth because that entire old windows market is static at best.
The best Kubernetes hosting?
Spot on, and it is a sentiment I come across more than once every year. The number of startups hosted on AWS is huge, MS Azure is currently runner-up and Google a distant third.
As far as I’m aware, azure and office get reported separately. Azure is “intelligent cloud” and office (along with some others) is “more personal computing”