So it's a $2.4B investment, announced as $4B.

Significantly less, still a huge investment.

I look forward to the moment the sunk cost fallacy shows up. "We've invested $20B into this, and nothing yet. Shall we invest $4B more? Maybe it will actually return something this time." That will be fun.

It could be the anthropic models makes bedrock attractive and profitable and more importantly medium term competitive against azure. It seems worth it.