Retail is basically cost-neutral at this point. I have a theory that they operate at a loss just to avoid taxes (because that delta is basically free) and spend that to stay extra competitive.
Amazon's whole MO is huge CapEx and selling it for cash flow. If they have the credit, why not finance it. They're already building satellite ground stations and a fleet to beam internet down to earth, this could easily supplement or build a market for that.
They'd probably benefit from lots of cheap and available internet for their logistics network, but its probably not expensive enough to justify alone, but maybe by leveraging AWS sales they can prop up cash flow enough to cover costs.
Not that they're doing this, of course, just that i don't think it should be ruled out.
