even if it's an eternal long-term 33% to AWS, Azure and GCP, it's a rational investment for Google They would need to grow their marketshare ten-fold to be in

even if it's an eternal long-term 33% to AWS, Azure and GCP, it's a rational investment for Google They would need to grow their marketshare ten-fold to be in that position, and they would need to defeat Alibaba on its home turf. It’s not going to happen. GCP could possibly drive IBM and Oracle out of the cloud market, but even that’s unlikely.