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> we also expect to grow a large business serving large customers as well

So they'd have their own AWS / Azure / Google Cloud type service going? Probably the smartest thing they've done in a while.

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unless their business is going to be putting raw physical infra in dcs, they are about 5 years away from getting to something that could compete with AWS or GCP

Even if if takes 5 years it'll still be worth it - AWS, Azure and Google Cloud are huge businesses. Everyone had a 10-15 year headstart on Azure and it's one of Microsoft's biggest earners now.

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