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Most of them must already be using something Microsoft (Office 365/Windows enterprise). So Microsoft will not be a new vendor. Something like Azure GPT4 will be just so powerful that I doubt most corporations can resist. And it doesn't have to be in the same cloud unlike a database.

In my experience, that has not been true. Setting up Azure is its own major undertaking and requires an entire separate set of security reviews and approvals.

Not only this but tons of places have "excess" to spend on AWS and so buy stuff through the AWS Marketplace. All kinds of SaaS sell things through the marketplace because its just easier at many companies to get purchases through them.

AWS is trustable and secure though. That's why it's easier for enterprises to use, because they have all the compliance and SLAs enumerated and enforced.