Now, those companies need data infrastructure. Azure ML studio is horrible. Azure data factory is somewhat okay'ish, but far from ideal. Azure Synapse is a steaming pile of junk that doesn't seem to improve. Azure data lake is kinda functional as a data lake, but lacks any decent ways to analyze that data.
Spinning up jupyter notebooks is not something most IT teams understand, they want a managed service.
As far as I know, Databricks is then the only solution offered by Microsoft. That's why they get such a high adoption rate. Not because of merit, but because they are the only somewhat acceptable solution on Azure. Good enough to just work. Not good enough to gain a competitive data advantage.
I hate what the world has come to, but sadly IT procurement has too much influence and CTO's dont understand the modern world enough. They just care about the big Microsoft contract, because it makes them look good (look at all these savings!)
If Microsoft would showcase Teradata or Dataiku or a bit of Snowflake, all of those run through the azure marketplace anyway,... we would be better off. But consultants and premium partners naturally only care about Databricks