Related, seemingly contradictory:
https://www.cnbc.com/2019/02/12/microsoft-google-cloud-pitch...
https://www.cnbc.com/2019/02/12/microsoft-google-cloud-pitch...
> For instance, we know that AWS is the market leader with around 32 percent of market share. We know Microsoft is far back in second place with around 14 percent, the only other company in double digits. We also know that IBM and Google are wallowing in third or fourth place, depending on whose numbers you look at, stuck in single digits.
Best-case scenario, IBM / Google have 9% each, so with this still leaves 36% of the market in the hand of smaller players that both these companies can steal market share from
But it isn't.
Netflix core service (video streaming) runs entirely on hardware they produce that runs in their own datacenters and embedded in ISPs. Billing, account management, video transcoding, etc. happen in AWS, but all that stuff can go down and customers don't get that upset.
Spool up hundreds of servers when they need to get a new title out, and buy them at cheapish rates is pretty much what the cloud was built for.