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亚马逊 CEO 贾西:AI 推理成本需降至十分之一才能普及企业软件
亚马逊 CEO 安迪·贾西在 a16z 10 月 23 日发布的采访中表示,AI 推理成本仍高出一个数量级,是制约企业软件引入 AI 的主要因素。亚马逊今年计划投入 2,200 亿美元资本开支,2026 年主要算力供应额度已基本订满,2027 年大部分也被预订。贾西以当年自研 Graviton 处理器挑战英特尔为例,称亚马逊正用自研 Trainium 芯片降低推理成本,其性价比较同类处理器高出约 30% 至 40%,未来收入承诺已超过 2,250 亿美元。
Current read
贾西说推理成本还得降10倍企业软件才能用上AI,还讲了当年自研Graviton对标英特尔的故事,Trainium现在便宜了三成多。
11 sources67° AI heatLast updated 2026/10/24 01:51:20
Evidence
11 sourcesRelated source 1The Information
View sourceRelated source 2rohanpaul_ai
View sourceRelated source 3TestingCatalog
View sourceRelated source 4Andrew Curran
View sourceRelated source 5theverge
View sourceRelated source 6Jason Wei
View sourceRelated source 7Simon Willison’s Weblog
View sourceRelated source 8Bindu Reddy
View sourceRelated source 9Tech in Asia
View sourceRelated source 10Nikkei Asia
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