AMZN ER的一些highlights和未来的成长

来源: 2025-10-30 14:29:13 [旧帖] [给我悄悄话] 本文已被阅读:

跟logistics和infra相关的一些highlights可以看出来,下面几年的增长应该还不错:

* “Launched Project Rainier, a massive AI compute cluster containing nearly 500,000 Trainium2 chips, to build and deploy Anthropic’s leading Claude AI models.”

* “Added 3.8 gigawatts of power capacity in the past 12 months – more than any other cloud provider.”

* “Expanded Multi-Channel Fulfillment to sellers using Walmart, Shopify, and SHEIN, so brands can reach customers wherever they shop while leveraging Amazon’s fast, reliable fulfillment network”

* Expanded Project Kuiper fleet to 150+ satellites, demonstrated industry-leading downlink speeds of 1+ Gbps, and announced commercial agreements with JetBlue, Australia’s National Broadband Network, and Kazakhtelecom“

*“Expanded Same-Day Delivery of perishable groceries to 1,000+ cities and towns in the U.S., with plans to reach 2,300+ locations by end of 2025.”