Amazon CEO Says 220 Billion Dollars Still Not Enough for AI Demand
亚马逊CEO：年投2200亿美元仍不够，AI订单排至2028年
Amazon chief executive Andy Jassy said in a podcast interview with venture capital firm Andreessen Horowitz that even spending about 220 billion dollars on capital expenditure in 2026 would not be enough to meet customer demand for artificial intelligence. Jassy said the company’s AI business has reached an annualized revenue run rate of more than 25 billion dollars, driven by demand for its Trainium chips and AI cloud services. The company’s order backlog extends to 2028, according to a report from the Shanghai Securities News. The comments underscore how cloud giants are racing to expand capacity as demand for AI computing outpaces supply, and how Amazon is betting heavily on its custom silicon to compete with Nvidia.
亚马逊CEO安迪·贾西在接受风险投资公司a16z播客采访时表示，即使2026年投入约2200亿美元资本开支，仍无法满足客户对人工智能的需求。贾西表示，在Trainium芯片和AI云服务需求带动下，公司AI业务年化收入已超过250亿美元。据上海证券报报道，亚马逊的订单已排至2028年。这番表态凸显出，在AI算力需求超过供给的背景下，云巨头正竞相扩张产能，而亚马逊正重注自研芯片，与英伟达展开竞争。
