"It's clear that Amazon has the weakest financial hand of the big three cloud providers and e-commerce just doesn't generate as much cash as search ads and software.Amazon's ability to invest in AWS: By the numbers | ZDNet
However, Amazon grabbed a lead with AWS and could extend it. It's unknown whether AWS' cash flow can be completely returned to grow the business, but it's safe to say that Jeff Bezos isn't going to scrimp.
So far, Amazon has been able to fund its infrastructure as well as generate returns via AWS and there's no evidence that investment will be pared. Sure, Amazon may have to become pickier about where it places its bets, but the company would be insane not to put its chips on AWS. And if the financials really became a problem, Amazon could float AWS as a quasi-independent company and simply emulate what EMC did with VMware."
Monday, November 17, 2014
Amazon's ability to invest in AWS: By the numbers | ZDNet
Excerpt from a detailed AWS financially-focused competitive reality check