Amazon’s new CEO has his head in the cloud. And so do Google and Microsoft.

Amazon is a shopping site. Google is all about search. Microsoft makes Windows.

That’s what a lot of people think of when they consider three of the biggest tech companies around. But increasingly, the labels are out of date as the three companies turn more toward a far more profitable line of business: cloud computing.

The elevation Tuesday of Andy Jassy as Amazon’s future CEO was the latest evidence that the forecast for Big Tech is increasingly cloudy. Jassy spent the last two decades…


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