Unity has had over a decade to establish itself as the main game engine. They have passed the growth phase and are now in the exploitation phase.
AWS and Azure are currently in the growth phase. They charge more for worse performance than self hosting and traditional third party hosting, but it’s close enough execs on the hype train are switching as fast as possible so as not to be left behind by their peers. Once they have destroyed traditional hosting options, they will absolutely move into the exploitation phase and pull this same move, and the ramifications will be much greater than just gaming.