英伟达内部备忘录：金融巨头担忧 AWS 算力成本过高

鞭牛士2025-12-19

AIPress.com.cn报道12 月 19 日消息，据《商业内幕》（Business Insider）获取的一份英伟达内部文件显示，美国金融巨头第一资本银行（Capital One）对其云服务供应商亚马逊 AWS 日益增长的 AI 成本表示担忧，并正在寻求替代方案。文件记录了英伟达员工与 Capital One 代表在近期技术会议上的讨论内容。英伟达员工在备忘录中指出，Capital One ...

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成本表示担忧，并正在寻求替代方案。文件记录了英伟达员工与 Capital One 代表在近期技术会议上的讨论内容。英伟达员工在备忘录中指出，Capital One 预计其对 GPU 及推理模型的需求将持续增长，而在 AWS 环境下的运行成本“很快将失控”。为此，双方探讨了建设“AI 工厂”（即企业自建数据中心）以及转向“新一代云服务商”（Neoclouds）的可能性。这些新兴云供应商（如 CoreWeave、Lambda 等）通常专注于 AI 工作负载，能以更灵活、廉价的方式提供英伟达硬件算力。这一动向反映了当前 AI 浪潮下的一种普遍困境：尽管企业竞相采用生成式 AI 技术，但开发与运行相关应用的昂贵支出正成为沉重负担。此前已有报告指出，由于成本问题，约 90% 的特定投资组合初创公司更倾向于选择其他云平台而非 AWS。针对此报道，Capital One 发言人表示将继续致力于将 AWS 作为其主要的战略云合作伙伴。AWS 发言人则回应称，其定价理念是不断优化自身成本结构，并将节省的资金回馈给客户。英伟达方面则对此拒绝置评。目前，多云部署已成为大型企业的常规选择，根据 RBC Capital 的报告，约 43% 的公司目前使用超过两家公有云供应商。（AI普瑞斯编译）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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