Companies with deep investments in Microsoft infrastructure find it economically challenging to switch to competing cloud providers like AWS or Google Cloud. Due to Microsoft's licensing changes, they face steep charges for running Microsoft software on these platforms, prompting many to migrate to Azure instead. This is driven by the difficulty of rewriting applications for Linux, which would take years for organizations dependent on Microsoft technologies. Amazon and Google highlighted these issues in their statements to the UK Competition and Markets Authority, illustrating the competitive disadvantage faced by customers.
For companies that have built a dependency on Windows Server and/or SQL Server, it would take years and years to modernise to Linux after migrating.
Customers must pay up to four times more to run Windows Server VMs on Google Cloud Platform or AWS, making GCP less competitive than on Azure.
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