It's all based on Morgan Stanley’s "2016 CIO Survey". It doesn't appear to be publicly available.

I've been the drone filling out surveys like this for CIOs in the past. Sometimes those surveys ask these sorts of things indirectly, especially if it's a paid survey. For example, they might assume that O365 utilization drives Azure adoption. (Behind the scenes O365 auth is an Azure service) Another example would be asking if your org has MSDN or an EA. In both cases, that provides some "free"/NFR Azure services.

A few years ago, Gartner pushed a survey like this where 40% of a group of drunken CIO types at some conference claimed that they wouldn't buy PCs or smartphones for employees after 2018. This stuff just isn't that meaningful.

I'll second the "citation needed" for Azure overtaking AWS "soon".

Azure reliability is near the bottom of the market. I doubt they'll be overtaking aws.

That was where I saw it. It seems the market is balancing, rather than AWS pulling away, with YoY growth better for Google than for Microsoft and both better than Amazon:

https://www.srgresearch.com/articles/amazon-leads-microsoft-...