$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG and $Amazon.com(AMZN)$ are likely to gain market share from $Microsoft(MSFT)$ .
Amazon is focused on what it needs to do to maintain its role as the leader including the introduction of its own AI Chips to reduce the heavy Nvidia tax.
Moreover, Google has generally won every head on market share challenge wherein its product has faced off against MSFT:
1. The Google browser.
2. Google Email.
3. The search engine.
4. An operating system for cell phones.
It is highly likely that the battle for market share in data centers accessed through the cloud will also be an arena wherein Google prevails over MSFT.
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