什么信号亚马逊CEO：AWS 2027年容量基本售罄 巨额投资仍难匹配需求！

2026-10-25 · 星速配资

жүӢжңәжҹҘзңӢиҙўз»Ҹеҝ«и®Ҝ дёҖжүӢжҺҢжҸЎеёӮеңәи„үжҗҸ гҖҖгҖҖ дәҡ马йҖҠ йҰ–еёӯжү§иЎҢе®ҳе®үиҝӘВ·иҙҫиҘҝпјҲAndy Jassyпјүе‘Ёдә”иЎЁзӨәпјҢеҸ— дәәе·ҘжҷәиғҪ пјҲAIпјүеҹәзЎҖи®ҫж–ҪйңҖжұӮдёҚж–ӯеўһй

жүӢжңәжҹҘзңӢиҙўз»Ҹеҝ«и®Ҝ

дёҖжүӢжҺҢжҸЎеёӮеңәи„үжҗҸ

гҖҖгҖҖ дәҡ马йҖҠ йҰ–еёӯжү§иЎҢе®ҳе®үиҝӘВ·иҙҫиҘҝпјҲAndy Jassyпјүе‘Ёдә”иЎЁзӨәпјҢеҸ— дәәе·ҘжҷәиғҪ пјҲAIпјүеҹәзЎҖи®ҫж–ҪйңҖжұӮдёҚж–ӯеўһй•ҝзҡ„еҪұе“ҚпјҢ дәҡ马йҖҠ зҪ‘з»ңжңҚеҠЎпјҲAWSпјүзҡ„ дә‘и®Ўз®— е®№йҮҸеңЁ2027е№ҙеә•еүҚе·Іеҹәжң¬е”®зҪ„пјҢдё”еӨ§йҮҸи®ўеҚ•е·ІжҺ’иҮі2028е№ҙгҖӮ

гҖҖгҖҖеңЁдёҺе®үеҫ·жЈ®В·йңҚжҙӣз»ҙиҢЁпјҲAndreessen HorowitzпјүиҒ”еҗҲеҲӣе§Ӣдәәжң¬В·йңҚжҙӣз»ҙиҢЁпјҲBen HorowitzпјүеҸҠжҷ®йҖҡеҗҲдјҷдәәеҹғйҮҢе…ӢВ·жүҳдјҰдјҜж јпјҲErik Torenbergпјүзҡ„и§Ҷйў‘ж’ӯе®ўдёӯпјҢиҙҫиҘҝиЎЁзӨәпјҢ дәҡ马йҖҠ AWSжӯЈеңЁеҠӘеҠӣеҝ«йҖҹжү©еұ•еҹәзЎҖи®ҫж–ҪпјҢд»Ҙж»Ўи¶і дәәе·ҘжҷәиғҪ е®һйӘҢе®Өе’ҢдјҒдёҡжәҗжәҗдёҚж–ӯзҡ„йңҖжұӮгҖӮ

гҖҖгҖҖеҪ“еүҚпјҢ дәәе·ҘжҷәиғҪ ејҖеҸ‘дәәе‘ҳе’ҢдјҒдёҡе®ўжҲ·еҜ№и®Ўз®—иө„жәҗзҡ„йңҖжұӮж—ҘзӣҠеўһй•ҝпјҢд»Ҙи®ӯз»ғгҖҒйғЁзҪІе’ҢиҝҗиЎҢдәәе·ҘжҷәиғҪжЁЎеһӢпјҢиҝҷз»ҷеҸҜз”Ёе®№йҮҸеёҰжқҘдәҶе·ЁеӨ§еҺӢеҠӣгҖӮ

гҖҖгҖҖ е°Ҫз®Ўдәҡ马йҖҠи®ЎеҲ’еңЁ2026е№ҙжҠ•е…ҘзәҰ2200дәҝзҫҺе…ғз”ЁдәҺиө„жң¬ж”ҜеҮәпјҢеҸҚжҳ еҮәе…¶еҜ№ ж•°жҚ®дёӯеҝғ е’Ңй…ҚеҘ—еҹәзЎҖи®ҫж–Ҫзҡ„з§ҜжһҒжҠ•иө„пјҢдҪҶдҫӣеә”д»Қ然еҸ—еҲ°йҷҗеҲ¶гҖӮ иҙҫиҘҝи®ӨдёәпјҢйүҙдәҺйңҖжұӮ规模пјҢеўһеҠ ж”ҜеҮәжҳҜеҗҲзҗҶзҡ„пјҢ并жҢҮеҮәиҜҘе…¬еҸё2026е№ҙзҡ„ дә‘и®Ўз®— е®№йҮҸе·Із»Ҹе”®зҪ„пјҢ

гҖҖгҖҖд»–иЎҘе……иҜҙпјҢе…¬еҸёвҖңе®Ңе…ЁеҸҜд»ҘжҠ•е…ҘжӣҙеӨҡиө„йҮ‘пјҢиҖҢдё”иҝҷ并дёҚдјҡжҳҜдёҚжҳҺжҷәзҡ„иө„жң¬дҪҝз”Ёж–№ејҸвҖқгҖӮ

гҖҖгҖҖж №жҚ®иҙҫиҘҝзҡ„иҜҙжі•пјҢ 2027е№ҙзҡ„дә§иғҪеҹәжң¬е·Із»Ҹе”®зҪ„пјҢиҖҢ2028е№ҙзҡ„еӨ§йғЁеҲҶе®№йҮҸд№ҹе·Іиў«йў„и®ўгҖӮ

гҖҖгҖҖвҖң2027е№ҙзҡ„дә§иғҪеҹәжң¬е·Із»Ҹе”®зҪ„гҖӮжҲ‘们е§Ӣз»Ҳдјҡйў„з•ҷдёҖе®ҡж•°йҮҸзҡ„дә§иғҪпјҢд»Ҙж»Ўи¶іжҢүйңҖдҪҝз”Ёзҡ„йңҖжұӮпјҢ并用дәҺжҲ‘们зҡ„жҺЁзҗҶжңҚеҠЎBedrockжҲ–EC2пјҢдҪҶжүҖжңүеӨ§жү№йҮҸзҡ„дә§иғҪеҹәжң¬йғҪе·Із»Ҹе”®зҪ„гҖӮ2028е№ҙд№ҹжңүзӣёеҪ“еӨ§дёҖйғЁеҲҶдә§иғҪе·Із»Ҹе”®еҮәгҖӮвҖқд»–иҜҙйҒ“гҖӮ

гҖҖгҖҖEC2жҳҜAWSзҡ„дёҖйЎ№жңҚеҠЎпјҢдёәиҝҗиЎҢеә”з”ЁзЁӢеәҸжҸҗдҫӣдә‘жңҚеҠЎеҷЁпјӣBedrockеҲҷи®©е®ўжҲ·иғҪеӨҹи®ҝй—®еҗ„зұ»AIжЁЎеһӢпјҢд»Ҙжһ„е»әз”ҹжҲҗејҸ AIеә”з”Ё гҖӮ

гҖҖгҖҖдәҡ马йҖҠзҡ„иҝҷз§ҚеҒҡжі•дҪҝеҫ—AWSиғҪеӨҹеңЁжүҝжӢ…еӨ§йҮҸй•ҝжңҹеҹәзЎҖи®ҫж–ҪжүҝиҜәзҡ„жғ…еҶөдёӢпјҢд»Қ然иғҪеӨҹдёәйңҖиҰҒзҒөжҙ»и®Ўз®—иө„жәҗзҡ„е®ўжҲ·жҸҗдҫӣи®ҝй—®жқғйҷҗгҖӮ

гҖҖгҖҖиҙҫиҘҝжңҖж–°зҡ„иҜ„и®әеҮёжҳҫдәҶдҝқйҡңдә‘е®№йҮҸзҡ„йҮҚиҰҒжҖ§пјҢеӣ дёә科жҠҖе…¬еҸёйғҪеңЁз«һзӣёжү©еұ•е…¶дәәе·ҘжҷәиғҪиғҪеҠӣгҖӮжӯӨеӨ–пјҢиҝҷиҝҳиҝӣдёҖжӯҘиЎЁжҳҺдәҶдәәе·ҘжҷәиғҪеҹәзЎҖи®ҫж–Ҫжү©еј зҡ„иө„жң¬еҜҶйӣҶеһӢжҖ§иҙЁпјҢдё»иҰҒдә‘жңҚеҠЎжҸҗдҫӣе•ҶеңЁйў„жңҹе®ўжҲ·йңҖжұӮд№ӢеүҚе°ұжҠ•е…ҘдәҶеӨ§йҮҸиө„жәҗгҖӮ

гҖҖгҖҖдәҡ马йҖҠи®ЎеҲ’дәҺ10жңҲ29ж—Ҙе…¬еёғ第дёүеӯЈеәҰиҙўеҠЎдёҡз»©пјҢеұҠж—¶жҠ•иө„иҖ…е°Ҷе…іжіЁAWSеўһй•ҝгҖҒеҹәзЎҖи®ҫж–Ҫж”ҜеҮәе’Ңе®№йҮҸжү©еј зҡ„жӣҙеӨҡз»ҶиҠӮгҖӮ

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