Amazon conference call: AWS encounters AI power bottlenecks! Self-developed chips become the key to breakthrough, with cost performance leading by 30%-40%

Wallstreetcn
2025.08.01 01:42
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CEO Jassy rarely admitted that the demand for AI computing power exceeds supply, with the biggest bottleneck being electricity. At the same time, he unveiled the self-developed AI chip Trainium2, claiming that "the cost-performance ratio is 30% to 40% better than other GPU suppliers," and presented the AI tool "full suite" including programming assistant Kiro, Alexa+ robot, etc., attempting to prove to the market that AWS has the long-term endurance and innovation capability to win the AI marathon