What are you talking about? Microsoft has Azure and before they had that, they had numerous Internet scale services like hotmail. Microsoft has vast experience with building and running internet scale applications. Just like Google has.
It's one thing building Azure in response to AWS and GCP and another thing innovating to support something like Google search for decades and then using the same knowledge and tech to build other cloud services. Of course Microsoft is totally capable of delivery cloud workloads but they can still be considered the underdog here when it comes to Google vs MS
