AMZN ER的一些highlights和未来的成长

本帖于 2025-10-30 14:46:47 时间, 由普通用户 ebbly 编辑

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.”

所有跟帖: 

要不要出一点,涨太高了啊 -遥遥- 给 遥遥 发送悄悄话 遥遥 的博客首页 (0 bytes) () 10/30/2025 postreply 15:01:03

感觉才开始涨似的,因为云的原因落后其它7大太多 -ebbly- 给 ebbly 发送悄悄话 (0 bytes) () 10/30/2025 postreply 15:03:30

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