AWS目标收入1万亿，美金 押注人工智能基础设施
aws计划花费220亿美元用于基础设施建设，主要用于人工智能，以实现收入目标1万亿美金。投资者仍持担忧态度。
andy jassy believes aws can be a $1t revenue business, but first, amazon must invest heavily in infrastructure. the company expects $220b in capital expenditures by 2026, with most going to aws. jassy forecasts 40% growth in 2027 and 2028, driven by ai demand. aws revenue grew 39% in the recent quarter, but investors remain concerned about spending. jassy sees ai as a 'once in a lifetime opportunity' worth the financial commitment.