亚马逊CEO表示，亚马逊云业务部门的年化人工智能收入已突破150亿美元

环球市场播报04-09

亚马逊云计算部门的人工智能服务年化收入已突破150亿美元，首席执行官安迪・贾西表示，这是该公司首次公布这项已投入数十亿美元投资的业务数据。　　这一基于第一季度业绩的数据，约占亚马逊云服务（AWS）1420亿美元年化收入的10%，也是投资者和分析师多年来的期盼。　　此次披露是贾西周四在年度致股东信中公布的多项信息之一，信中描绘了这家科技巨头对人工智能领域雄心日益坚定的图景。　　亚马逊股票在盘前...

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says","themeId":"71b082de177bafdc1e3ce4282e009c46","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/dfd1268c2a495b4c96342431545d1947","symbols_score_info":{"AMZU":0.6,"NVDA":0.6,"AMZZ":0.6,"MSFT":0.6,"AMZN":1.96,"AMZW":0.6,"AMZP":0.6,"GOOG":0.6,"AZYY":0.6,"AAPL":0.6,"USAW.SI":0.6,"AMZD":0.6,"AMZY":0.6,"TSLA":0.6,"META":0.6},"content_text":"亚马逊云计算部门的人工智能服务年化收入已突破150亿美元，首席执行官安迪・贾西表示，这是该公司首次公布这项已投入数十亿美元投资的业务数据。\n　　这一基于第一季度业绩的数据，约占亚马逊云服务（AWS）1420亿美元年化收入的10%，也是投资者和分析师多年来的期盼。\n　　此次披露是贾西周四在年度致股东信中公布的多项信息之一，信中描绘了这家科技巨头对人工智能领域雄心日益坚定的图景。\n　　亚马逊股票在盘前交易中上涨1.5%。\n　　与竞争对手一样，亚马逊面临着证明其人工智能投资将带来回报的压力。这家电商巨头2月份预测，今年资本支出总额将达2000亿美元，主要投向人工智能研发及基础设施，这一数字令投资者感到担忧，也加剧了对行业泡沫的疑虑。\n　　“我们的投资……并非仅凭直觉，”贾西说。\n　　“在AWS预计2026年的资本支出中，大部分将在2027-2028年实现变现，我们已就其中相当一部分获得了客户承诺。”\n　　他表示，人工智能收入“正快速增长”，如果没有当前科技行业面临的产能限制，云业务的增长速度还会更快。\n　　上个月，贾西在一次内部全员会议上表示，人工智能有望帮助亚马逊云服务（AWS）实现6000亿美元的年销售额，这是他此前预期的两倍。\n　　但在亚马逊大举投入人工智能的同时，近几个月也裁员约3万人，以减少官僚主义、裁撤业绩不佳的部门并消除疫情期间过度招聘的影响。\n　　定制芯片热潮\n　　贾西还指出，随着大型科技公司开发自有处理器以降低对英伟达昂贵人工智能芯片的依赖，亚马逊的定制芯片业务实现了快速增长。\n　　该业务包括Graviton处理器、Trainium人工智能芯片和Nitro网络卡，其年化收入率已翻倍，从第四季度业绩公布时的100亿美元增至超过200亿美元。\n　　年化收入率指标是通过推算当前销售额来预测年度业绩的。\n　　贾西暗示，亚马逊最终可能会将这些芯片出售给外部客户。竞争对手谷歌在类似策略上已取得成功，去年10月达成协议，向开发Claude的Anthropic公司供应100万块定制人工智能芯片，价值数百亿美元。\n　　“我们的芯片需求非常大，未来很有可能会向第三方整批销售，”贾西说。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李肇孚","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":"dataReport","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 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