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This article shows relative "cloud" revenues numbers between Amazon, IBM, Microsoft, and Google. In this context, Amazon doesn't look that big.

http://finance.yahoo.com/news/official-amazon-strongest-clou...

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Pretty unfair comparison in that article. Microsoft including Office 365 and Dynamics in that number totally masks Azure revenue. It would be a more fair comparison to see AWS vs Azure vs GCC.

That article doesn't support your point, except perhaps for IBM and it's hazy to me what exactly that revenue is. It's certainly not from the type of developer-targeted infrastructure services that AWS is.

As for Microsoft, quoting directly from your link: "One person has told Business Insider that Azure revenue is at $1 billion lifetime since its debut in 2011, but is accelerating quickly."

IBM owns Softlayer in addition to internally developed services.

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