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There have been a bunch of reports citing MS as being second in terms of market share and growing nicely (hence the MS valuations going up), for cloud based deployments rather than third after Google. That's a failure of Google to beat Amazon and not to get beaten by someone else. That happened on Pichar's watch. That's just a small part of Google's business and a huge part of Amazon's business. Puts the whole ads are all there is point of view a bit in in perspective. They are all ballpark in the trillion dollar valuation range so I think the comparison is fair.



Google has been doing not so well in cloud for a very long time, long before Pichai became CEO.

And Microsoft has got some very unique strengths when it comes to Enterprise IT and developer tools.




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