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I'm poorly informed regarding breakups of this kind, and I don't have the experience/research to assess the infra costs of a streaming service like Prime video. Assuming the hosting costs are a significant portion of their expenditure, what would it look like in a breakup, what kind of deal would they be able to get from the newly spun off AWS?

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> Assuming the hosting costs are a significant portion of their expenditure

I would consider this unlikely, for reasonable definitions of "significant." Costs to license IP and develop content are likely the dominant term in expenses.

> what kind of deal would they be able to get from the newly spun off AWS?

The same as everyone else, or it was a re-org and not a breakup.

There are lots of video streaming services that don't operate the bulk of their own infrastructure. They would simply become a customer of GCP, AWS, Azure, whatever.

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