[mmahemoff]

Look where the cash cows are. For MS and Amazon, their cloud platforms are top of mind for senior management. Even more so with Amazon's new CEO having been with AWS since inception.

For Google, anything not driving search and ads is a side show. Does anyone think Sundar's staying up at night worrying about Asian egress pricing when he's about to spend the next day being accused by performatively outraged senators about censorship and election influcence?