Amazon CEO Andy Jassy 在 a16z 访谈中表示，AWS 的 AI 业务在生成式 AI 浪潮头三年达到超过 250 亿美元 run rate，比早期 AWS 同期约 6000 万美元的规模快数百倍。他称 2026 年 Amazon 预计投入约 2200 亿美元 CapEx，即便如此仍放弃了一部分需求，公司通过对客户需求的可见性来安排投入。
AI 生成摘要 · 以原文为准
Andy Jassy 亲自对比 AI 业务与早期 AWS 的增速，并解释 2026 年 2200 亿美元 CapEx 背后的需求判断，属高管一手观点。
Amazon's AI business is growing several hundred times faster than AWS did, and it's driving a big part of Amazon's $220B investment this year. CEO Andy Jassy says they "haven't seen anything like it."
"In the early days of AWS, we felt like we were growing really fast and we felt good about it, and we were about a $60 million annual run rate business after three years."
"In the first three years of this generative AI wave, our AI business in AWS is over $25 billion in run rate. So it's several hundred times faster."
"We've said this year in 2026, we expect to spend about $220 billion of CapEx."
"I remember being at a leadership team breakfast 15 years ago when we couldn't believe a telco company spent $50 billion in CapEx. We're like, 'How are they spending that much on CapEx?' So these numbers, they’re kind of mind-blowing numbers."
"Even spending $220 billion in CapEx this year, we're leaving a meaningful amount of demand on the table. The thing that helps us here is that we have really good visibility into customer demand."
@ajassy
Five years into his run as CEO, Andy Jassy has nearly tripled the size of AWS, grown Amazon's revenue by about 80%, and expects to spend $220 billion this year to win AI. Amazon's AI business hit a $25 billion run rate in three years, growing several hundred times faster than early AWS. Jassy joins a16z's Ben Horowitz and Erik Torenberg to discuss the decisions behind that run, from rebuilding Amazon's fulfillment network after the pandemic to the AWS origin story. They also cover why data centers became a political fight, Amazon's custom chips, its stakes in Anthropic and OpenAI, why inference needs to get 10x cheaper, AI's most underrated risk, and why every company will have to reinvent its products from scratch, plus Jassy's advice for anyone who's 18 today. 0:47 How Amazon has changed since 2021 1:51 How the pandemic reshaped retail 3:30 Why AI supercharged AWS's growth 5:20 When leadership principles clash 9:36 $60M vs. $25B: early AWS vs. early AI 13:20 How the AI CapEx cash cycle works 15:44 Why the US must build data centers 20:55 The labs-to-enterprise AI barbell 23:12 Demand vs. longtime AWS customers 28:11 Annapurna, Graviton, and Trainium 33:55 Backing Anthropic and OpenAI 37:15 Why AI means smaller teams 42:13 AI's underrated risk: security 46:29 Why Amazon rewired Alexa's brain 53:07 What Jassy tells his kids about AI 56:36 Betting on AI, robotics, and space YouTube: https://youtu.be/-YMMRQ1qscI @ajassy @Amazon @bhorowitz @eriktorenberg在 X 查看被引用的帖子
来源：a16z · x.com