Original link: Amazon CEO Jassy defends $200 billion AI spend: “We’re not going to be conservative” / CNBC.
Investment (CAPEX) 200 B$ per year. Where the most expensive part (the GPU's) will only last 3-4 years. And paying like 12.5% in interest rate.
Current annual revenue 15 B$. Revenue minus variable cost (OPEX) somewhere below that 15 B$.
Very bold I would say.