This is not a big surprise to me. Last year sometime, at some random geeky event, I was explaining why I thought AWS was so cool, and one of the people I was explaining it to worked for a local insurance company, and he got very excited. Apparently, at this company, they would have huge stacks of compute servers that would lie fallow 28 days out of the month, but when it came time to run the monthly math to recalculate various risk reward calculations, they would max out their capacity, and were constantly begging for more. They would very happily pay a premium to have those compute instances on-demand, by-the-drink, and not have to pay for them the rest of the month.
I wouldnt be surprised if they are now one of those AWS customers.