For some form of accounting cause, the AWS income is counted as “unearned income”.

Many giant firms have programs working on AWS (e.g., Disney+). It is a regular income stream however it might’t be accounted as earned income till the utilization really happens. Nonetheless, it is unlikely these large firms will migrate to different platforms or shutdown their providers, subsequently traders can use it to venture future earnings.

To your level, this isn’t a secret and never distinctive to AWS.