
AI-generated summary
隨著人工智慧與生成式AI應用普及,各大科技公司對雲端算力與資料中心設施的需求激增。
(Central News Agency, San Francisco, comprehensive foreign news report on the 23rd) Amazon CEO Jassy said today that as the demand for artificial intelligence (AI) infrastructure continues to grow, Amazon Web Services (AWS) cloud computing production capacity has been roughly booked by 2027, and some production capacity orders have been scheduled until 2028.
Reuters reported that Andy Jassy said in a podcast interview with Ben Horowitz, co-founder of Andreessen Horowitz, and Erik Torenberg, general partner of American venture capital firm Andreessen Horowitz, that Amazon is trying to keep up with the speed of demand growth in the face of almost endless demand from AI laboratories and companies.
Amazon said earlier this year that it would spend about $220 billion in capital expenditures in 2026.
Jassy pointed out that since cloud computing capacity has been booked for 2026, the company "can invest more money, and it will not be a bad use of capital."
He said: "The production capacity in 2027 has been roughly booked. We will always reserve a certain amount of capacity for customers to use as needed and to support our Bedrock inference service or EC2 service, but most of the main production capacity has been booked. A considerable part of the production capacity in 2028 has also been booked in advance."
EC2 is a cloud computing service provided by AWS that allows customers to use cloud servers to execute applications; Bedrock allows customers to access AI models to develop generative AI applications.
AI outlook — possibilities, not facts
亞馬遜將持續增加資本支出以因應AI雲端需求
Very likely · Within months

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