I was in Google Cloud's partner org for >7 years, managing a team of solution architects pointed at our most strategic partners (Accenture, Deloitte, Infosys, HCL, TCS, etc). I have been saying for nearly the entirety of the time that the way things will pan out for hyperscalers is going to roughly look like this:<p>AWS = the bazaar of public clouds. A service for nearly everything, but WYSIWYG and quality & consistency will be all over the place, just like amazon.com has become.<p>Azure = will ultimately own the enterprise. Microsoft is the new IBM and their mature GTM and Professional Services organizations will carry increasing value as cloud services become mostly commoditized. Microsoft has multiple large revenue streams to fund disruptive acquisitions and these will bear fruit through good management. Satya is proving to be an exceptional CEO.<p>GCP = an also-ran on compute/network/storage, but potentially differentiated on data, analytics & AI if leadership can organize the troops and keep focus on things that matter. Still very rough on the GTM side, and late to the party, making enterprise sales that much harder. Has some unique strengths, but can't rest on its laurels. Execution and focus are key.<p>Oracle = Making a killing selling an easy-button-to-cloud to existing Oracle on-prem customers, and frankly, this is plenty to keep things moving forward for a while.<p>IBM = Lots of hopes & dreams associated with RedHat acquisition and GBS/GTS split. It's still a bit early to tell how things will pan out, but IBM isn't playing the same sport as the rest, and has a lot more in common with Oracle than the big three.<p>My prediction for the next couple of years is that AWS continues to lose market share due to QoS and ultimately being spread too thin (and alienating partners), and all the rest capture it. MSFT is the biggest winner, Google will eventually find a sweet spot (it's already in the "too big to fail" category, and will achieve profitability this year), and ORCL/IBM will see increasing success in their niches but largely avoid direct competition/comparison with the others.