AMZN ER的一些highlights和未来的成长
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.”
