Google has been at this for a decade and is only now at the cusp of profitability.
With a barrier to entry this high, and vendor lock-in so strong, you can be sure all big 3 cloud services are going to be minting money for many years to come.
My impression was that those were geared towards firms who have already bought heavily into the Oracle/IBM consulting/licensing.
They're not clouds where Netflix or Spotify are going to spin up a few thousand servers. Unless I've been misinformed?
So they don't really seem to be in the same category. I mean is anyone not already in the IBM ecosystem ever choosing between AWS and IBM?
You could say the same about Azure. I see a lot of click-next-collect-cheque being done in Azure, only with a browser instead of a desktop wizard.