Years ago I realized that a hidden driver for the growth of cloud is this. The cloud is DRM, and almost uncrackable DRM at that since you have neither the code nor the hardware.
Basically. The one who controls the servers is King.
The code needed to run those servers is the secret sauce and a huge competitive advantage, but with open source software you're giving away the secret sauce and the business victory goes to the one with the most business friendly servers
(There are many dimensions to "business friendly", a big one of which is "it's easy for us to start using this additional service since we're already paying this company for other services")
