Re: “customer demand and supportability”,
"Hence why Microsoft overtook AWS in total cloud revenue a year ago"
Yes, O365 is dominating email in the cloud - but Azure is a different story.Here is the link to a Gartner report published this May year which talks about the Revenue from Azure (4 Billion run rate) vs AWS (20 Billion Run Rate)
"AWS has been the dominant market leader and an IT thought leader for more than 10 years, not only in IaaS, but also in integrated IaaS+PaaS, with an end-of-2017 revenue run rate of more than $20 billion"
"Microsoft has sustained a very high growth rate over multiple years, and Gartner estimates its end-of-2017 revenue run rate for integrated IaaS+PaaS at more than $4 billion. "