[bhouston]

AWS is not a software company either, it is a capital intensive computing infrastructure company. NVIDIA as well is a capital intensive computer hardware company.

Just because software plays a role, doesn't make them software companies. It is like saying all companies are "electrical companies" because they require electricity to operate.

[franktankbank]

Is a seal a sea creature or a land dweller? Well it eats at sea.

[bhouston]

Argh, we first ignored the fact that most of its income comes from being the lead e-commerce retailer to just focus on AWS and then we need to discount the fact that the majority of AWS is CapEx towards hardware / datacenter (expected CapEx this coming year is $200B), to just leave the software. Whatever.

[master_crab]

One thing is for sure: if the seal builds and manages hundreds of billions of dollars worth of computer infrastructure across seven continents, it isn’t just a software company.