亚马逊CEO：AI内存短缺至2027年，AWS算力已售罄
So back on your Neoclouds like $NBIS + memory read through... From $AMZN CEO + A…
一手披露AWS算力售罄时间表及内存短缺预期，直接印证AI基建供需格局，对判断算力供应链趋势极具参考价值。
So back on your Neoclouds like $NBIS + memory read through... From $AMZN CEO + A16z interview.
所以回到你的 Neoclouds，比如 $NBIS + 内存读取……来自 $AMZN CEO + A16z 的采访。
Q: On memory shortages (eg. $MU / SK Hynix / Samsung):
问：关于内存短缺（例如 $MU / SK海力士 / 三星）：
A: "There's only so much memory, and I don't think that that shortage ends in 2027."
答：“内存供应是有限的，我不认为这种短缺会在 2027 年结束。”
Q: On AWS capacity:
问：关于 AWS 容量：
A: "A good chunk of 28 is sold out", "largely sold out through 2027."
答：“28% 的大部分已售罄”，“直到 2027 年基本售罄。”
Q: On capex ROI:
问：关于资本支出投资回报率 (capex ROI)：
A: Amazon had said it would spend about $220 billion in capex for 2026. But Jassy said the company "could invest a lot more and it wouldn't be a bad use of capital"
答：亚马逊此前表示将在 2026 年投入约 2200 亿美元的资本支出。但杰西（Jassy）表示，公司“可以投入更多资金，这也不会是资本的浪费”。
This is probably validating economics of Neoclouds model since this comes from a pretty stingy hyperscaler like Amazon... that only serves free bananas to their employees.
鉴于亚马逊这样极其吝啬的超大规模云服务商（连员工都只提供免费香蕉）……这可能是在验证 Neoclouds 模式的经济性。
Unlike trusting $META / Zuck where you the guy throws all you can eat cruise ship type buffets at every employee.
这与信任 $META / 扎克伯格不同，后者会给每位员工提供自助餐式的无限量供应邮轮盛宴。
- AWS claims approximately 30-40% better price-performance than comparable AI accelerators.
- AWS 声称其价格性能比可比 AI 加速器高出约 30-40%。
Then went on to say Annapurna was "one of the very best acquisitions we've done in Amazon and the history of the company, if not the best." "We spun out a separate team in Annapurna to build an AI accelerator"
随后他补充说，安纳普纳（Annapurna）是“我们在亚马逊及公司历史上做得非常好的收购之一，如果不是最好的话。”“我们分拆了一个独立团队在安纳普纳负责构建 AI 加速器。”
Just to give a bump to your AI custom silicon type private companies (since others like $AAPL were likely going on shopping sprees).
旨在提振你这类 AI 定制硅片私有公司的信心（因为其他公司如 $AAPL 可能正在大肆采购）。
TLDR: - Not really too much groundbreaking, just incremental validation of what was said previous earnings. - Broader shortages (like memory) won't end in 2027 - Always positive to hear from $AMZN on insatiable demand + ROI given atrocious Neocloud sentiment right now
TLDR（太长不看版）： - 并没有太多突破性内容，只是对之前财报中所述内容的增量验证。 - 更广泛的短缺（如内存）不会在 2027 年结束 - 在当前 Neoclouds 情绪极差的情况下，听到 $AMZN 关于无尽需求 + 投资回报率的正面消息总是好事
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力