The center of gravity remains core infrastructure.
Core infrastructure is a commodity
When we talk about core infrastructure, we are referring to compute and storage. Compute includes processor options, memory configurations, instance families, operating system support, elasticity models, and the ability to reliably provision capacity at scale. Storage includes block storage, file storage, and the all-important object storage services that now underpin a massive share of enterprise applications and analytics platforms.
If you compare the major providers through that lens, the differences are not profound in most use cases. All three offer a broad menu of virtual machines. All three provide multiple processor and memory profiles. All three support Linux and Windows environments. All three offer options optimized for general-purpose workloads, compute-intensive processing, memory-intensive applications, storage-heavy patterns, and GPU-driven workloads. The packaging, naming, and tuning options differ. But the practical capability is remarkably close.
The same is true for storage. Block storage is solid across the board. File storage is available and increasingly enterprise-ready. Object storage has become highly durable, globally scalable, and central to cloud economics and cloud architecture. Pricing, performance, and operational nuances differ, but for mainstream enterprise requirements, these services fall within a similar economic range. In other words, the choice is often less about whether a provider can do the job and more about which one fits your surrounding requirements slightly better.