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亚马逊急了？亚马逊老大8分钟硬刚华尔街！
**导语：** 利润超预期，股价却下跌？AWS在AI时代掉队了？亚马逊CEO安迪·贾西坐不住了，8分钟硬核回应！这背后，是焦虑，还是自信？雨生带你扒开真相，洞察出海新机遇！
大家好，我是雨生，一个在云计算的浪潮里扑腾了十五年的老水手。今天这篇新闻，我看完只想说：亚马逊，你也有今天？
**雨生视角：**
要知道，AWS当年可是云计算界的扛把子，现在竟然被华尔街质疑AI能力，连CEO都要亲自下场辩护，这事儿可大了！
贾西这8分钟的辩护，听起来条理清晰，数据详实。但是，我怎么听出了几分“亡羊补牢”的味道？
**深度解读：**
* **华尔街在焦虑什么？** Azure和Google Cloud在AI领域突飞猛进，AWS却显得有些迟缓。投资者担心AWS失去市场份额，影响未来的增长。
* **贾西在辩解什么？** 他强调AI还处于早期阶段，AWS在低成本AI芯片（Trainium）和Bedrock平台上有优势，而且AWS的云服务生态系统能形成“锁定效应”。
* **AWS真的落后了吗？** 不能简单下结论。AWS的体量摆在那里，短期内不会被超越。但是，如果AWS不能快速适应AI时代，未来的竞争将更加激烈。
**行动指南：**
* **密切关注AI技术的发展：** AI技术日新月异，出海企业要保持敏锐的洞察力，及时调整战略。
* **选择合适的云服务商：** 不要盲目迷信大厂，要根据自身的需求选择最合适的云服务商。
* **利用多云策略降低风险：** 为了避免被单一云服务商“锁定”，可以考虑采用多云策略，分散风险。
**互动环节：**
* 你认为AWS在AI时代面临的最大挑战是什么？
* 你对亚马逊CEO安迪·贾西的辩护有什么看法？
* 你在选择云服务商时最看重哪些因素？
欢迎在评论区分享你的观点和吐槽，雨生会在第一时间和你互动。
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1. 亚马逊急了？AWS老大8分钟硬刚华尔街！
2. AI时代，不变则退！
3. 不要盲目迷信大厂，要选择最适合自己的！
4. 多云策略，分散风险！
5. 加入“雨生的VIP朋友们”，掌握出海先机！
**话题标签：**
#雨生云计算 #出海必读 #知识星球 #AWS #AI #云计算 #亚马逊
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**朋友圈文案模板：**
1. 雨生大佬的最新解读，出海必读！亚马逊AWS被华尔街质疑AI能力？这背后藏着多少出海的新机遇？强烈推荐加入知识星球，干货满满！[文章链接]
2. AI时代，云服务商的竞争越来越激烈！雨生大佬带你洞察云计算的未来！[文章链接]
3. 出海路上，选择比努力更重要！加入“雨生的VIP朋友们”，和众多出海精英一起成长！[文章链接]
**新闻原文中英文对照：**
Andy Jassy unleashed an 8-minute defense of Amazon’s AI playbook on earnings call | Fortune
亚马逊CEO安迪·贾西在财报电话会议上用了8分钟为亚马逊的人工智能战略辩护 | 财富
By Jason Del Rey
作者：Jason Del Rey
Amazon CEO Andy Jassy onstage at a 2025 Amazon event.
2025年亚马逊活动中，亚马逊CEO安迪·贾西在台上。
Despite solid results, Amazon and CEO Andy Jassy have not convinced investors that AWS’ AI playbook is a great one.
尽管业绩稳健，亚马逊和CEO安迪·贾西并没有说服投资者，AWS的人工智能战略是成功的。
Amazon’s stock price had already been dropping in after-hours trading on Thursday despite better-than-expected results when Morgan Stanley analyst Brian Nowak prefaced his questions on an earnings call with a disclaimer that made it clear this wasn’t going to be a “Congrats on the quarter, guys” type of analyst-CEO interaction.
尽管财报好于预期，亚马逊的股价在周四的盘后交易中已经开始下跌。摩根士丹利分析师Brian Nowak在财报电话会议上提问时，用了一句免责声明开头，明确表示这不会是“恭喜各位本季度表现”的分析师-CEO互动。
“I have two [questions] for you on AWS; they’re a little tough, but I’m going to throw them at you,” Nowak told Amazon CEO Andy Jassy. “There is a Wall Street finance person narrative right now that AWS is falling behind in gen AI with concerns about share loss to peers. What is your rebuttal to that, and talk to us about your and the team’s most important focal points, just to ensure that AWS stays on the knife’s edge of innovation versus hyperscaler peers.”
“我有两个关于AWS的问题要问你，它们有点棘手，但我会直接提出来，”Nowak对亚马逊CEO安迪·贾西说，“华尔街现在有一种说法，认为AWS在生成式人工智能方面落后了，担心市场份额会被同行抢走。你对此有何反驳？请谈谈你和团队最重要的关注点是什么，以确保AWS在创新方面始终处于领先地位，而不是落后于超大规模同行。”
Nowak also pressed Jassy on why it wouldn’t be fair to assume that AWS revenue growth shouldn’t accelerate in the back half of the year given all of AWS’ generative AI offerings and widespread demand from companies of all sizes to cash in on this transformational technology.
Nowak还向贾西施压，询问为什么不能认为AWS的收入增长不应该在下半年加速，考虑到AWS所有的生成式人工智能产品以及各种规模的公司对这项变革性技术变现的广泛需求。
Jassy responded by stressing that these are the early stages of a technological transformation that will extend far into the future. While some of the top frontier model providers do use AWS in some capacity, non-AI AWS customers that are rushing to build generative and agentic AI services using AWS are “quite early, and many of them are just smaller in terms of usage relative to some of those top-heavy applications I mentioned earlier.” That is bound to change.
贾西回应说，他强调这仅仅是一个技术变革的早期阶段，这场变革将持续到遥远的未来。虽然一些顶尖的前沿模型提供商确实在一定程度上使用了AWS，但那些正在使用AWS构建生成式和代理式人工智能服务的非人工智能AWS客户“还处于非常早期的阶段，而且与我之前提到的一些重型应用相比，他们的使用量也较小。”这种情况肯定会改变。
So if you follow Jassy’s thinking, as more enterprises figure out what they want to build and how they want to build it, they’re going to start having different needs. For the largest model makers, like OpenAI or Anthropic, Jassy foresees their costs shifting from a mix between training their models and the cost associated with “inference,” or the customer-facing part where the model spits out a prediction, answer, or action, to mostly inference expenses. And Jassy maintains AWS is positioned well for this transition because of the low-cost AI chip line Trainium.
所以，如果你遵循贾西的思路，随着越来越多的企业弄清楚他们想要构建什么以及如何构建它，他们将开始有不同的需求。对于像OpenAI或Anthropic这样的大型模型制造商，贾西预计他们的成本将从训练模型和与“推理”相关的成本（即模型输出预测、答案或操作的面向客户的部分）的混合，转变为主要支出在推理方面。贾西认为，由于低成本的人工智能芯片系列Trainium，AWS在这种转型中处于有利地位。
“It’s about 30% and 40% better price performance than the other GPU providers out there right now, and we’re already working on our third version,” he said.
“它的性价比比目前市场上其他GPU提供商高出30%到40%，而且我们已经在开发第三版，”他说。
For others, who want to use another company’s model to create their own generative AI applications, Jassy argued that Amazon Bedrock, which offers models from a wide selection of companies, has become a go-to destination, and “is growing very substantially.”
对于那些希望使用其他公司的模型来创建自己的生成式人工智能应用的人来说，贾西认为，提供来自众多公司模型的Amazon Bedrock已经成为首选目的地，“并且正在大幅增长”。
Jassy continued on the this-is-just-the-first-inning thread, by noting that companies are just starting to think about deploying AI agents and that, with its recent agentic AI announcements, AWS will be well positioned to capitalize.
贾西继续强调这仅仅是“第一局”的论点，他指出，公司才刚刚开始考虑部署人工智能代理，并且随着最近发布的代理式人工智能公告，AWS将有能力从中获利。
The Amazon CEO, and former AWS chief, added that AWS’ cloud leadership position also provides some lock-in as AI “inference” becomes just another component of a company’s cloud services stack.
亚马逊CEO，也是前AWS负责人补充说，随着人工智能“推理”成为公司云服务堆栈的另一个组成部分，AWS的云领导地位也提供了一些锁定效应。
“People are going to actually want to run those [AI] applications close to where their other applications are running, where their data is,” Jassy said. “There’s just so many more applications and data running in AWS than anywhere else.”
“人们实际上会希望在他们的其他应用程序运行的地方，在他们的数据所在的地方运行这些[人工智能]应用程序，”贾西说，“在AWS中运行的应用程序和数据比其他任何地方都多。”
As for Nowak’s question about the possibility of AWS’ growth rate accelerating in the back half of the year, Jassy wouldn’t directly answer it but stressed his optimism, in part stemming from AWS customers starting to deploy more AI products at scale that should continue to ramp up in coming quarters.
至于Nowak关于AWS的增长率是否有可能在下半年加速的问题，贾西没有直接回答，但他强调了他的乐观情绪，部分原因是AWS客户开始大规模部署更多人工智能产品，预计未来几个季度将继续增长。
Earlier in the call, Jassy had defended AWS’ 18% revenue growth rate in light of Microsoft reporting 34% annual revenue growth for its Azure cloud unit and Alphabet recently reporting 32% quarterly growth for Google Cloud. Azure generates around two-thirds the revenue that AWS does, while Google Cloud registers less than half the annual revenue of Amazon’s cloud behemoth.
在电话会议早些时候，贾西为AWS 18%的收入增长率辩护，因为微软报告其Azure云部门的年度收入增长率为34%，Alphabet最近报告谷歌云的季度增长率为32%。Azure产生的收入约为AWS的三分之二，而谷歌云的年收入不到亚马逊云巨头的一半。
“You look at the business, it’s a $123 billion annual revenue run rate business, and it’s still early,” he said. “How often do you have an opportunity that’s $123 billion in annual revenue run rate where you say it’s still early? It’s a very unusual opportunity that we’re very bullish about.”
“你看这个业务，它是一个年收入运行率达到1230亿美元的业务，而且现在还处于早期阶段，”他说。“你有多少机会能看到一个年收入运行率达到1230亿美元，而且还处于早期阶段的机会？这是一个非常难得的机会，我们对此非常看好。”
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