It gets odd in this distribution of potential customers because once your scale gets large enough again you're more than capable in theory of provisioning your own datacenters. MS, Google, and Amazon all have major public clouds while Apple and Facebook / Meta are deploying their own bare metal for their core infrastructure and some trace usage of the others most likely for compatibility reasons. Only Netflix is basically zero-DC in the new school infrastructure sense and even they used to have bare metal for old infrastructure like Oracle servers and Big Iron for I think accounting until so long ago.

The real target customer IMO for these big public clouds are non-technical corporations whose primary revenue and personnel competencies aren't derived from mastery of software but primarily around other verticals like agriculture, manufacturing, etc. Insert Werner Vogels' criticism of the HBR article emphasizing focusing upon core competencies and outsourcing non-core competencies like IT (read: because technology is so important to every business at scale now).