AWS目標收入1萬億美元 押注人工智慧基礎設施
aws計劃花費220億美元於基礎設施建設，主要用於人工智慧，以實現收入目標1萬億美元。投資者仍持擔憂態度。
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.