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)
https://www.gartner.com/doc/reprints?id=1-50WJ5CK&ct=180525&st=sb
"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. "