Is there any evidence of this? I have to admit, the amount of data Amazon would have about the intimate inner workings of companies using AWS is terrifying.
It's hard to be sure that that's what Amazon is doing with AWS, but Simon Wardley has done some detailed and compelling analysis to suggest that they are and why.
One of Wardley's central theses is that it would make little sense for Amazon to do AWS if not to act as a sensing engine: