How early do you mean by early? I remember Amazon at campus recruiting (Cornell, 2000) describing something akin to AWS and LoudCloud came up. I asked what business a bookstore had to do with outsourced computing and recall a fair bit of vision even at the time.
In light of what we now know, I’m the only one who didn’t have sufficient vision...for not pursuing that job opportunity more seriously.
Just curious, no agenda, I grew up on the Sears Catalogue.