Big customers don't pay list prices, they get negotiated rates. To the extent Azure and GCE are interested in competing on price, it's the big customers they're

Big customers don't pay list prices, they get negotiated rates. To the extent Azure and GCE are interested in competing on price, it's the big customers they're after. All cutting list prices would get them is a bunch of price sensitive small fish, and that's not where the money is.