亚马逊CEO坦言AWS仍面临容量瓶颈市场需求远超供给

投资观察04-09 21:45

亚马逊云服务（AWS）正经历高速扩张期，但其增长潜力仍受制于“容量限制导致的未满足需求”。首席执行官安迪·贾西在致股东信中透露，已有两家客户提出希望在2026年包下亚马逊自研芯片Graviton实例的全部产能。“考虑到其他客户需求，我们无法满足此类请求，但这足以印证市场需求的旺盛程度。”为应对激增需求，AWS在2025年新增3.9吉瓦电力容量，并计划在2027年底前实现容量翻倍。

（注：本文根据公开信息整理，不构成投资建议）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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亚马逊CEO坦言AWS仍面临容量瓶颈 市场需求远超供给

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亚马逊CEO坦言AWS仍面临容量瓶颈市场需求远超供给