$Amazon (AMZN.US)$$Microsoft (MSFT.US)$$IBM Corp (IBM.US)$$A...

AWS is the big ol elephant in the room and nobody in the near future will be able to even move that thing even tiny bit.

Azure / MSFT will increase its market share. thats about it.

there are already TONS of "cloud service providers" who in reality use AWS / Azure infrastructure. as AWS / Azure adoption and multi-cloud-connectivity will become even easier as it already is, most application service providers will never worry / want to care about the actual infrastructure.

all they want is scaleavle infrastructure at their fingertips.

both MSFT and AWS will be working heavily towards easier adoption and easier integration.

it would take MASSIVE amounts of cash and ressources to compete with both at the level they are at right now.

the only thing that would REALLY shake things up is a change in legislature and regularory goverance. aka monopoly breakups and such.