At the large retailer I work for, AWS is off limits. Strategically, they don't want to base their IT operations in a cloud of a company that is also a competitor in online retail. I can understand that. Here Azure has a great advantage.
This is very common for my clients. Another common variant are B2B focused clients where their customers contractually require them not to put data onto AWS. IE, Walmart doesn't want any of their data to end up on AWS, and if you want to do business with Walmart you need to similarly protect their data.
Couldn't agree more. If regulators ever attack the Amazon stack and split up the company, AWS could become one of the most valuable companies in the world.
Amazon started breaking out operating income separately in 2013, and the rest of the business has made a profit every year since then. The US retail operation now brings in as much profit as AWS, though some of that is offset by losses in their rest-of-the-world retail business.
