Event ·Multi-source

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 sources
Related source 1The Information
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Related source 2rohanpaul_ai
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Related source 3TestingCatalog
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Related source 4Andrew Curran
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Related source 6Jason Wei
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Related source 7Simon Willison’s Weblog
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Related source 8Bindu Reddy
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Related source 9Tech in Asia
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Related source 10Nikkei Asia
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