I think it's interesting to see how big these clouds are in absolute terms because it gives us an idea of when the cloud has finished eating the world. We have global IT equipment energy consumption estimates, and we have scattered data points on cloud energy consumption. Looking at the two, you can gauge the overall process.

Also as an investor I like to have a general idea of Amazon vs. Google in terms of overall size, to combine with their revenue figures, because that helps me understand how much of Google is being sold as GCP and how much is being used by Google itself.