This makes a lot of sense if you think through the angle that their core value prop does not come from the network/data latency optimization. It's not Netflix and Dropbox - this is FedEx. Their core business value proposition comes from logistics and being able to react to the information quickly, but extra millisecond latency is unlikely to make or break the business.

In light of this, it's easier to outsource the network and data infrastructure to a provider that actually does it day in and day out and put the limited engineering resources to something that is more impactful.

Just reaffirms that quite a few companies do not want to run their own servers unless they absolutely have to.