Google owns Android
I think most people are being very shortsighted.
Owning an OS which will be used in pretty much every mobile device &service in the world as well as a productivity suite Google Apps give Google a different advantage that neither AWS or Azure have.
While i don't dispute that AWS and Azure are ahead of the game (for now), i would never count out Google who have so much money that it will be a three horse race between them, Amazon & Microsoft.
With Android being embedded into multiple facets of life from cars to banking terminals/kiosks (and loads more too) as well as Google now about to acquire HTC, i see that Google are moving in a different direction.
Virtual Reality will also enable Google to deliver to devices (HTC ones) and ensure smooth compatibility.
AWS bought Wholefoods as these guys know that they need to take a different approach rather than just selling servers/storage etc.
The game is changing and the market is still in its embryo stage and i expect Google to be right up there.
PS - I do not work for Google and i am not a Google fanboy!