One storyline following earnings from Microsoft and Amazon revolved around pitting Azure vs. Amazon Web Services, but the comparison falls apart based on product portfolio.
Why? First, Microsoft’s commercial cloud and AWS are apples and oranges. Second, Microsoft’s commercial cloud is more akin to Salesforce and Oracle or even Google than AWS. And finally, Microsoft Azure vs. AWS isn’t zero sum because the cloud pie is large enough for both.
Now we all know the tech industry loves its zero sum storylines, but don’t get distracted. Microsoft said that its commercial cloud annual run rate is north of $20 billion now. AWS is on an annual run rate of $15.9 billion.
