[eva1984]

But it is reach we are talking about here. I am from China, so I understand how crazy Single's Day is and what an amazing job Alibaba has done to handle that amount traffic.

However, the overwhelming majority of Alibaba's customers is still Chinese. On the other hand, before AWS takes off, Amazon already sets up data centers in different countries and continents, because they are the leading online retailer over there. Same reason applies to Google. Their cloud business then cloud easily benefit from those established investments.