亚马逊云计算部门报告AI收入超过150亿美元,自定义芯片销售额超200亿美元.
Amazon's cloud unit reported AI revenue exceeding $15 billion, surpassing $20 billion for custom chip sales.
亚马逊云部门报告AI收入超过150亿美元,标志着该公司首次披露来自人工智能计划的直接回报.
Amazon's cloud unit reported an AI revenue run rate exceeding $15 billion, marking the company's first disclosure of direct returns from AI initiatives.
尽管整体云计算增长受到行业容量限制的限制, 但该数字正在迅速上升.
CEO Andy Jassy noted the figure is rising rapidly, though overall cloud growth is being limited by industry capacity constraints.
他还透露,亚马逊的定制芯片业务生产Graviton和Trainium处理器现在年收入超过200亿美元,未来可能会因高需求向第三方销售.
He also revealed that Amazon's custom chip business, producing Graviton and Trainium processors, now has an annual revenue run rate surpassing $20 billion, with potential future sales to third parties due to high demand.