亚马逊云太贵？英伟达内部文件披露客户成本担忧

Ofweek光电信息网2025-12-30

近期，一份流出的英伟达内部会议文件，揭示了云计算市场龙头亚马逊云服务（AWS）正面临来自其重要客户的成本质疑。该文件显示，美国银行旗下的金融机构 Capital One 在与英伟达的会议中明确表达了对 AWS 云计算成本失控的担忧，并正在积极寻求替代方案。这一事件并非孤例，它反映了在生成式人工智能（GenAI）工作负载激增的背景下，企业云支出策略正在发生深刻变化，长期主导市场的云巨头面临着来自...

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Nvidia Internal Documents Reveal Customer Cost Concerns","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"3NVD.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVD":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVDL":0.6,"USAW.SI":0.6,"AMZN":1.95,"NVDS.UK":0.6,"NVDY":0.6,"NVDA":1.96,"NVDX":0.6},"content_text":"近期，一份流出的英伟达内部会议文件，揭示了云计算市场龙头亚马逊云服务（AWS）正面临来自其重要客户的成本质疑。该文件显示，美国银行旗下的金融机构 Capital One 在与英伟达的会议中明确表达了对 AWS 云计算成本失控的担忧，并正在积极寻求替代方案。这一事件并非孤例，它反映了在生成式人工智能（GenAI）工作负载激增的背景下，企业云支出策略正在发生深刻变化，长期主导市场的云巨头面临着来自新兴力量与客户成本控制诉求的双重挑战。成本压力与市场格局演变根据文件内容，Capital One 由于对 GPU 和 AI 推理模型的需求不断增长，预计其在 AWS 上的成本将很快失控。客户不满的核心直指 AWS 的计费方式。新兴的云服务商允许客户按需租用 GPU 算力，并按实际使用量付费，这种模式非常适合需求波动大、追求极致效率的 AI 研发与应用场景。而AWS等传统巨头长期采用的按资源时长（如按月、按年）计费的预留实例模式，虽然在稳定工作负载下可能有规模优势，但在面对弹性极强的 AI 任务时，容易造成资源闲置和成本浪费。为此，该公司与英伟达探讨了两种主要的替代路径：一是构建自有的“人工智能工厂”（即内部数据中心），二是转向专注于AI工作负载的“新型云”服务提供商。市场数据佐证了这一趋势的普遍性。咨询公司 Synergy Research Group 的报告指出，AWS 的全球市场份额在 2022 年第二季度达到顶峰后持续缓慢下滑。与之形成对比的是，以 CoreWeave、Lambda、Crusoe 等为代表的“新型云”厂商正在崛起。这些厂商通常提供更灵活、按需付费的GPU算力租赁服务，相较于 AWS 传统的按时长计费模式，对成本敏感且波动性大的 AI 初创公司及项目更具吸引力。同时，采用多云策略已成为企业控制支出的主流手段，加拿大皇家银行资本市场的报告显示，43%的企业正在使用两家以上的公有云服务提供商。产业链博弈作为 AI 硬件的核心供应方，英伟达积极与 CoreWeave、Lambda 等新型云厂商合作，其动机之一是减少对少数传统云巨头的过度依赖，拓宽其芯片的销售渠道和市场影响力。Capital One 讨论的“人工智能工厂”方案，代表了大型企业另一种根本性的成本控制思路——将核心算力基础设施内部化。它意味着企业的云策略不再仅仅是“购买服务”，而是在购买公有云服务、采用专业新型云、以及自建私有云之间寻求最佳平衡的复杂决策。多云架构已成为常态，其目的不仅是防止供应商锁定，更是为了优化成本与性能。AWS 是亚马逊最重要的利润引擎，贡献了公司约58%的营业利润。当前，AWS 正处在加大资本开支以追赶 AI 基础设施建设的投资高峰期。一方面，亚马逊需要投入巨资建设数据中心和开发定制 AI 芯片（如Trainium3）以提升竞争力并承诺降低成本，另一方面又面临来自各方的价格压力。如何在这场平衡术中维持其市场领导地位和利润率，是亚马逊管理层面临的核心挑战。对于 AWS 而言，真正的挑战或许不仅来自微软和谷歌的正面竞争，更来自于那些能够提供更聚焦、更灵活、更经济解决方案的新兴力量。未来的云市场，注定是一个竞争更为激烈、选择更为多元的战场。参考资料：https://news.futunn.com/post/66725761/leaked-internal-documents-from-nvidia-reveal-that-due-to-the?level=2&data_ticket=1766116194545042https://cloud.it168.com/a2025/1121/6906/000006906284.shtmlhttps://36kr.com/p/3334807385155842","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2595791496","isCrawlerRequest":true}