Microsoft. Without question. I thought it would be Google but Microsoft has all the tools in place, and unlike Google, they show a higher level of commitment to their products.
The combination of AI and Azure. In my view, Azure is already the superior platform to AWS, and cutting edge AI should ultimately cause their cost to go down, and their cloud marketshare to go up. They could potentially have a monopoly in the cloud where they control most of the world's data giving them incredible power.