Quite an interesting read. I don't see how growth rate can continue without capital investment and the last research I saw showed AWS with much more investment

Quite an interesting read. I don't see how growth rate can continue without capital investment and the last research I saw showed AWS with much more investment. http://www.platformonomics.com/2018/05/follow-the-capex-separating-the-clowns-from-the-clouds/ http://www.platformonomics.com/2018/05/follow-the-capex-sepa... That said, I do see solid Azure growth. Once people get O365, Azure AD follows and then it's architecturally easier to use other Azure services.