[derefr]

> Maybe it’s because it seemed to try to paint all three as winners.

Compared to the rest of the market, AWS + Azure + GCP are all winners. They’re all huge, all growing, and all outpacing the growth of traditional non-“cloud” hosting providers by a long shot. They’re also all greatly beating out any other cloud providers who aren’t them, e.g. IBM Cloud (nee Softlayer.)

They’re essentially dividing up the hosting market together, like any good cabal.

Compared to the growth all three of the big cloud providers are experiencing, the relative growth margins they use to claim that one of them is “the biggest” are basically noise.

To put it another way: I’d much rather invest in all three of them, than in just one of them.

[latch]

Take the telecom companies (AT&T, Telefonica, Tata, China Unicom, and on and on and on and on (these companies have hundreds of data centers each)). Then take the wholesalers (Equinix, Digital Realty, etc) - some of who count some cloud vendors as customers. Then take tens of thousand of collocation and dedicated providers that own their own data centers (PhoenixNap, HE, OVH, Hetzner, Softlayer, ...). Then take the VPS providers (Linode, DO, Vultr, ....). Then take the shared hosting (GoDaddy, ..). Then take the government agencies and companies that have their own private data centers (e.g, banks).

Cloud vendors are growing, but it's still a very small part of the market. What they're really good at is sales and marketing (and making much better margins.)