> that information infrastructure runs your company
This is silly. There is a lot more to FedEx than hosting physical compute infrastructure. FedEx doesn’t own all its own airports. A CSP is just another vendor.
At almost every airport that FedEx has an operation at, there is another airport within 100 miles that could be used instead, managed by a different company. The barrier to changing is not controlled by the airports.
That's a competitive environment.
How many major cloud providers exist, and what could they do to make it difficult for FedEx to leaving for another one?
AWS, Azure, and GCP are all operating at large scale and compete with each other directly. There are other providers too. It’s definitely a competitive environment.
This is silly. There is a lot more to FedEx than hosting physical compute infrastructure. FedEx doesn’t own all its own airports. A CSP is just another vendor.