Microsoft обогнала Apple по рыночной капитализации: как такое произошло?

[ax_mct]

Citi Research report
Cloud Revenue 2020: Amazon's AWS $44B, Microsoft's Azure $19B, Google Cloud Platform $17B

Amazon's AWS grew 49% in the first quarter of 2018, while Google and Microsoft grew their cloud business at close to 100%, although at smaller volumes.

AWS in Q1 $5.44 billion
Microsoft in Q1 $1.9 billion
Google in Q1 $1.7 billion

То есть всех заворожили проценты роста. А в целом Azure никогда не догонит AWS.

https://www.forbes.com/sites/johnkoe.../#53e382897ee5