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DonFerrari said:

That is a bit less than what they paid for Insomniac, but they said this is for internal while still having plans for external colaborations (and possibly acquisition), and well perhaps that 183M isn't limited to one year expenses but like a 5 year plan. Still that would mean as you said some thousand employees so either new studios or additional teams on the existing ones and sure increase in headcount for some teams to keep the 3 year dev time.

The YoY increase of $183 Million is for this fiscal year only.

I'm leaning more towards an acquisition. Sony has been expanding their teams since 2018, so unless they're three team studios, I can't see them adding 1000's of employees through organic growth for this upcoming fiscal year.