Two cloud companies
One invisible war
Trillions at stake.
AWS vs Azure.
Most people think this is a tech battle.
It’s not.
It’s a distribution war.
AWS (Amazon)
CEO: Matt Garman
Launched: 2006
Market share: 31%
Revenue: $129B
Microsoft partnered deeply with OpenAI.
They embedded AI across their entire ecosystem.
Every Office user is now an AI user.
That’s distribution at scale.
AWS is still dominant.
But Azure is compounding faster.
Because in tech, the winner is not who builds the best product.