This post was really eye opening and lets you know who are the real players in the public cloud space. I especially enjoyed the metric of capex as percent of revenue. From the post:
As I keep repeating, CAPEX is both a prerequisite to play in the big boy cloud and confirmation of customer success. Both IBM and Oracle are tens of billions of dollars in cloud infrastructure CAPEX behind Amazon, Google, and Microsoft. Oracle’s spending has at least ticked up, but their spending is not enough to keep pace, much less to have any hope of catching up to the infrastructure of the big three.
The whole post is worth reading if you are interested in public cloud providers in any way.