AWS’s market position is deteriorating rapidly. They’re now at just over 30% of market share compared to 50% in 2018. And they can’t seem to launch a successful new product. Meanwhile the trend right now is big companies pulling their core infra out of the cloud and into their own datacenters. They also haven’t managed to launch a game-changing best-in-class service or feature in 5 years outside of maybe custom lambda runtimes.

I wouldn’t be surprised if this AI wave pushes azure into the forefront.