Why should Google and Microsoft separate those just because AWS doesn't make much in their "cloud" SaaS revenue, despite the fact that AWS doesn't separate it either?
Where do you draw the line? If I use the BigQuery UI to analyze data, is that "infra" or "software"? I use Cloud AI Notebooks to spin up a private Jupyter notebook in the Cloud, is that "infra" or "software"?
Yeah I find it interesting that all of the cloud providers do this when in reality it benefits microsoft the most, since they make the most money from their office suite