Andy Jassy称亚马逊算力至2028年仍紧缺
Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of…
推荐理由
直接引用亚马逊 CEO 对算力供应链的判断，揭示了 AI 基础设施层面的核心矛盾，对关注算力投资与云战略的从业者极具参考价值。
Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond 2028
亚马逊 CEO 安迪·贾西告诉本·霍洛维茨（a16z 联合创始人），亚马逊的计算资源在 2028 年之前都将处于缺货状态
Ben thinks this is not like the dot-com bubble: back then the network was built before there were enough users, while in AI there is more demand than anyone can supply.
本认为这与互联网泡沫不同：当时网络基础设施的建设早于用户数量的增长，而在人工智能领域，需求超过了任何人的供应能力。
---- Full video on "All-In Podcast" YouTube channel, (link in comment)
---- 完整视频见 "All-In Podcast" YouTube 频道，（链接在评论区）
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