[treis]

AWS has 40 billion in revenue, 12 billion in profit and is growing 30% YoY. It's got great profit margins, huge lock in, and is a natural monopoly. Not sure how much it would be worth on the open market, but wouldn't surprise me that it's 50%+ of Amazon's market cap.

[RC_ITR]

This may seem like a silly question, but what is the point of the cloud if people don't buy goods / services over the Internet? If ecommerce remained flat for the rest of time, do you really think the cloud would grow?