亞馬遜執行長賈西表示，亞馬遜雲端容量到2027年已售罄

10月23日（路透社）— 亞馬遜（Amazon）執行長安迪・賈西週五表示，隨著人工智慧基礎設施需求成長，亞馬遜雲端運算服務（Amazon Web Services, AWS）的雲端運算容量到2027年已大致售罄，且有大量承諾延伸到2028年。Oct 23 (Reuters) - Amazon CEO Andy Jassy said on Friday that Amazon Web Services' cloud computing capacity is largely sold out through 2027, with significant commitments extending into 2028, on growing demand for AI infrastructure.

賈西在與安德森・霍洛維茨（Andreessen Horowitz）共同創辦人班・霍洛維茨（Ben Horowitz）及普通合夥人艾瑞克・托倫伯格（Erik Torenberg）進行的一場影音Podcast中表示，面對AI實驗室和企業難以滿足的需求，亞馬遜正努力追上步伐。In a video podcast with Andreessen Horowitz co-founder Ben Horowitz and general partner Erik Torenberg, Jassy said Amazon is struggling to keep pace with the insatiable demand from AI labs and enterprises.

• 亞馬遜今年稍早曾表示，2026年資本支出將約為2,200億美元• Earlier this year, Amazon had said it would spend about $220 billion in capital expenditure for 2026

• 賈西表示，考量到2026年的雲端運算容量已經售罄，該公司「可以投入更多資金，而且這不會是資本的糟糕用途」• Jassy said the company "could invest a lot more and it wouldn't be a bad use of capital," considering cloud-computing capacity for 2026 is already sold out

• 他說：「2027年已大致售罄。我們總是會為隨需使用，以及我們的推論服務Bedrock或EC2保留一定容量，但大區塊基本上已大致售罄。2028年也有相當大一部分已售罄。」• "2027 is largely sold out. We always leave a certain amount for on demand and our inference service bedrock, or EC2, but largely sold out all the big chunks. A good chunk of 2028 is sold out," he said

• EC2是AWS的一項服務，提供可用於執行應用程式的雲端伺服器；Bedrock則讓客戶能存取AI模型，以建置生成式AI應用程式• EC2 is an AWS service that provides cloud servers for running applications, while Bedrock gives customers access to AI models to build generative AI applications

• 亞馬遜預定於10月29日公布第三季財報• Amazon is scheduled to report third quarter results on October 29

（班加羅爾Jaspreet Singh報導；Diti Pujara編輯）(Reporting by Jaspreet Singh in Bengaluru; Editing by Diti Pujara)