AI不负众望！亚马逊、微软、谷歌，美国“三大云巨头”重回高增长_老虎社区_美港股上老虎

AI不负众望！亚马逊、微软、谷歌，美国“三大云巨头”重回高增长

华尔街见闻05-01

三巨头扭转去年的颓势：一季度亚马逊AWS营收同比增长17%，微软Azure和谷歌云分别增长31%和28%，都超出市场预期。得益于企业客户对人工智能的巨大热情，美国三大云巨头——亚马逊、微软、谷歌——云计算部门业绩在一季度迎来爆发，为萎靡的华尔街投资者注入了一剂强心针。三巨头中最后公布财报的亚马逊，一季度其云计算部门AWS营收同比增长17%，超出了华尔街预期的15%，且为连续两个季度加速增长。得益于...

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Amazon, Microsoft, Google, the \"three major cloud giants\" in the United States return to high growth","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ce04755632b20d13d03ae4cc75a6b2f9","symbols_score_info":{"MSFT":1,"AMZN":1,"GOOGL":1,"GOOG":1},"content_text":"三巨头扭转去年的颓势：一季度亚马逊AWS营收同比增长17%，微软Azure和谷歌云分别增长31%和28%，都超出市场预期。得益于企业客户对人工智能的巨大热情，美国三大云巨头——亚马逊、微软、谷歌——云计算部门业绩在一季度迎来爆发，为萎靡的华尔街投资者注入了一剂强心针。三巨头中最后公布财报的亚马逊，一季度其云计算部门AWS营收同比增长17%，超出了华尔街预期的15%，且为连续两个季度加速增长。得益于强劲的云收入，亚马逊首次实现了1000亿美元的年营收规模。微软Azure和谷歌云也表现出色，营收分别在第一季度实现了31%和28%的同比增速，双双超出市场预期。过去几年中，云基础设施供应商的增长率一度高达60%，由于疫情期间更多企业转向在线运营，云计算需求急剧上升。然而，虽然商业环境日益恶化，这些公司不得不在去年重新调整预算，并削减了云计算支出。如今，亚马逊、微软和谷歌云计算部门一季度均实现强势增长，向价值2700亿美元的云计算行业释放了积极信号。高管和分析师表示，企业现在已经开始恢复云计算方面的支出。D.A. Davidson & Co的分析师Gil Luria表示：“从AWS、微软Azure和谷歌云的表现来看，很明显，两件事正在同时发生——人工智能正在推动增长，而且云支出的其他领域也在加快增长。”微软首席执行官Satya Nadella在一季度财报电话会议上表示：“Azure AI客户的数量持续增长，平均支出也在持续增加。”他还说，超过65%的财富500强公司都是Azure OpenAI服务的客户。财报显示，一季度人工智能服务为Azure的增长贡献了7个百分点，高于前一季度的6个百分点。Alphabet首席执行官Sundar Pichai在一季度财报电话会议上表示，超过60%的资金充足的生成时人工智能初创公司和近90%的AI独角兽公司都在使用谷歌云。“工作负载不可避免地持续向云迁移，IT支出也在持续向大型平台，包括超大规模提供商集中，”RBC资本市场分析师Rishi Jaluria表示。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}