大行评级丨花旗：重申亚马逊“买入”评级，与OpenAI扩展合作带来三项主要策略性裨益

格隆汇03-02

花旗发表报告指，亚马逊宣布大幅扩展与OpenAI的合作伙伴关系。亚马逊将向OpenAI投资500亿美元，而OpenAI则承诺在未来八年将亚马逊网络服务的运算开支增加1000亿美元，新增运算预计将消耗2吉瓦的Trainium 3及4代产能。该行认为，是次扩展合作带来三项主要策略性裨益：1)随着OpenAI模型整合至Bedrock及亚马逊的消费者业务，进一步加速AWS的人工智能能力；2)凭借更大的...

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