<p>无论对与错，<strong>亚马逊</strong>（AMZN 1.44%）自 <strong>ChatGPT</strong> 推出以来，在大型科技公司中被视为人工智能（AI）领域的落后者。</p><p><strong>微软</strong> 自 2019 年开始投资 <strong>OpenAI</strong>，帮助推动了 <strong>ChatGPT</strong> 首次亮相的变革时刻，而 <strong>Alphabet</strong> 则早已准备好自己的大型语言模型（LLM）在等待这一时刻。甚至 <strong>Meta Platforms</strong> 在此之后不久也推出了自己的 LLM 和聊天平台 Meta AI。</p><p>另一方面，亚马逊似乎对向 AI 的转变准备不足。该公司随后推出了 Amazon Bedrock，这是一个在亚马逊网络服务（AWS）上提供 AI 模型访问的托管服务。</p><p>它还推出了自己的 LLM，Nova，但受到的关注远不及同行的 LLM。并且它还为训练（称为 Trainium）和推理（Inferentia）构建了 AI 芯片。</p><p>然而，亚马逊的云计算增长在近年来也落后于微软和 Alphabet，这似乎是另一个迹象，表明这两家公司在 AI 领域的表现优于亚马逊。</p><p>亚马逊在 AI 领域最重要的举措可能是投资 80 亿美元于 Anthropic，并与这家 Claude 聊天机器人背后的 AI 初创公司建立战略合作关系。随着 Anthropic 的估值飙升至 1830 亿美元，这一举措显得更加明智。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2025/0f8b0ef14d4a9660cc942272ab06e7e7?x-oss-process=style/lg" alt="" width="700" height="466" original-src="https://pub.pbkrs.com/uploads/2025/0f8b0ef14d4a9660cc942272ab06e7e7"/></figure><p>图片来源：Getty Images。</p><h2 id="qtqq5f4ur">Anthropic 的成功</h2><p>在周二结束的融资轮中，Anthropic 的估值在六个月内从 615 亿美元三倍增长至 1830 亿美元。</p><p>Anthropic 在 Iconiq Capital 的主导下筹集了 130 亿美元，明确表明它是 OpenAI 最接近的竞争者，而 OpenAI 目前正在谈判估值高达 5000 亿美元。</p><p>Anthropic 估值的激增对亚马逊来说也是一个重大胜利，因为 Anthropic 可能会将至少部分 130 亿美元用于 AWS 提供的 AI 基础设施。它甚至将成为印第安纳州新亚马逊数据中心的主要用户。</p><p>根据分析师的研究，Anthropic 明年可能在 AWS 上花费多达 50 亿美元，如果获得更多资金，或者如果其卓越的增长率持续，这一数字可能会增长，因为该公司表示其年化收入从年初的 10 亿美元改善到 2025 年 8 月的 50 亿美元，意味着年增长率约为 700%。Anthropic 与 OpenAI 的区别在于其专注于 “安全” AI，而 Claude 在多个重要方面与 ChatGPT 有所不同。</p><p>它还承诺使用亚马逊的 Trainium 和 Inferentia 芯片，为这些产品创造了市场，这可能有助于其建立势头。Anthropic 估值的三倍增长也使得亚马逊在该公司的股份更加有价值。</p><h2 id="luxysyei">亚马逊的 AI 未来</h2><p>对于亚马逊来说，Anthropic 的融资轮不仅是公司的胜利。它还提供了证据，表明 AI 热潮仍处于早期阶段，因为六个月内估值的三倍增长显示投资者渴望向新技术投入资金；鉴于两家公司之间的合作关系，Anthropic 的胜利也是亚马逊的胜利。</p><p>虽然亚马逊在 AI 领域起步较慢，但它仍然是全球最大的云基础设施平台，并且在其电子商务业务、物流网络和广告业务等其他领域也有 AI 的应用，这将帮助其从技术中受益。</p><p>AI 仍处于早期阶段，亚马逊有足够的空间来取得进展，尤其是当其紧密合作伙伴获得 130 亿美元的资金注入时。它对 Anthropic 的投资已经在多个方面开始回报，这一合作关系应有助于其在 AWS 上获取其他 AI 支出。</p>

亚马逊

亚马逊每日 2 倍做多 ETF - Direxion

<p>亚马逊对 Anthropic 的投资使其估值最近飙升至 1830 亿美元，这使得这家科技巨头在人工智能领域处于有利位置。尽管最初人们认为亚马逊在与微软和 Alphabet 等竞争对手的竞争中落后，但亚马逊已经推出了包括 Amazon Bedrock 和其大型语言模型 Nova 在内的人工智能项目。与 Anthropic 的合作预计将利用 AWS 作为其人工智能基础设施，这可能为亚马逊带来显著的收入增长。随着 Anthropic 的估值三倍增长，亚马逊的股份变得越来越有价值，这表明该公司在人工智能领域的未来前景光明</p>

<p>Rightly or wrongly, <strong>Amazon</strong>(AMZN 1.44%) has been viewed as something of a laggard in artificial intelligence (AI) among big tech companies since the launch of ChatGPT.</p>
<div class="lb-trans"><p>无论对与错，<strong>亚马逊</strong>（AMZN 1.44%）自 <strong>ChatGPT</strong> 推出以来，在大型科技公司中被视为人工智能（AI）领域的落后者。</p>
</div><p><strong>Microsoft</strong>, which started investing in OpenAI in 2019, helped engineer the transformative moment when ChatGPT debuted, and <strong>Alphabet</strong> had been waiting for it with its own large language model (LLM) ready to go. Even <strong>Meta Platforms</strong> unveiled its own LLM and chat platform, Meta AI, shortly after.</p>
<div class="lb-trans"><p><strong>微软</strong> 自 2019 年开始投资 <strong>OpenAI</strong>，帮助推动了 <strong>ChatGPT</strong> 首次亮相的变革时刻，而 <strong>Alphabet</strong> 则早已准备好自己的大型语言模型（LLM）在等待这一时刻。甚至 <strong>Meta Platforms</strong> 在此之后不久也推出了自己的 LLM 和聊天平台 Meta AI。</p>
</div><p>Amazon, on the other hand, seemed unprepared for the shift to AI. The company has since launched Amazon Bedrock, a managed service on Amazon Web Services (AWS) that provides access to AI models.</p>
<div class="lb-trans"><p>另一方面，亚马逊似乎对向 AI 的转变准备不足。该公司随后推出了 Amazon Bedrock，这是一个在亚马逊网络服务（AWS）上提供 AI 模型访问的托管服务。</p>
</div><p>It has also launched its own LLM, Nova, which has received much less attention than LLMs from its peers. And it has built AI chips for training (called Trainium) and inference (Inferentia).</p>
<div class="lb-trans"><p>它还推出了自己的 LLM，Nova，但受到的关注远不及同行的 LLM。并且它还为训练（称为 Trainium）和推理（Inferentia）构建了 AI 芯片。</p>
</div><p>However, Amazon's cloud growth has also lagged behind both Microsoft and Alphabet in recent years, which seems to be another sign that those two companies are outperforming it in AI.</p>
<div class="lb-trans"><p>然而，亚马逊的云计算增长在近年来也落后于微软和 Alphabet，这似乎是另一个迹象，表明这两家公司在 AI 领域的表现优于亚马逊。</p>
</div><p>Amazon's most consequential move in AI may have been investing $8 billion in Anthropic and forming a strategic partnership with the AI start-up behind the Claude chatbot. And that move looks even smarter after Anthropic's valuation ballooned to $183 billion.</p>
<div class="lb-trans"><p>亚马逊在 AI 领域最重要的举措可能是投资 80 亿美元于 Anthropic，并与这家 Claude 聊天机器人背后的 AI 初创公司建立战略合作关系。随着 Anthropic 的估值飙升至 1830 亿美元，这一举措显得更加明智。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MjQvYWktYXBwbGljYXRpb24tY2hhdC1zb2Z0d2FyZS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831924%2Fai-application-chat-software.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Anthropic strikes gold</h2>
<div class="lb-trans"><h2>Anthropic 的成功</h2>
</div><p>In a funding round that closed on Tuesday, Anthropic's valuation tripled to $183 billion, just six months after a funding round that valued the company at $61.5 billion.</p>
<div class="lb-trans"><p>在周二结束的融资轮中，Anthropic 的估值在六个月内从 615 亿美元三倍增长至 1830 亿美元。</p>
</div><p>Anthropic raised $13 billion in a round led by Iconiq Capital, making it clear that it's the closest challenger to OpenAI, which is now in talks for a valuation as high as $500 billion.</p>
<div class="lb-trans"><p>Anthropic 在 Iconiq Capital 的主导下筹集了 130 亿美元，明确表明它是 OpenAI 最接近的竞争者，而 OpenAI 目前正在谈判估值高达 5000 亿美元。</p>
</div><p>The surge in Anthropic's valuation could also be a big win for Amazon because Anthropic is likely to spend at least some of that $13 billion on AI infrastructure supplied by AWS. It's even set to be the primary user of a new Amazon data center in Indiana.</p>
<div class="lb-trans"><p>Anthropic 估值的激增对亚马逊来说也是一个重大胜利，因为 Anthropic 可能会将至少部分 130 亿美元用于 AWS 提供的 AI 基础设施。它甚至将成为印第安纳州新亚马逊数据中心的主要用户。</p>
</div><p>According to analyst research, Anthropic could spend as much as $5 billion on AWS next year, and that number could grow if it receives more funding, or if its exceptional growth rate continues, since the company said that its run-rate revenue improved from $1 billion at the beginning of the year to $5 billion by August 2025, implying an annual growth rate of roughly 700%. Anthropic has differentiated itself from OpenAI with a focus on &#34;safe&#34; AI, and Claude is differentiated from ChatGPT in a number of meaningful ways.</p>
<div class="lb-trans"><p>根据分析师的研究，Anthropic 明年可能在 AWS 上花费多达 50 亿美元，如果获得更多资金，或者如果其卓越的增长率持续，这一数字可能会增长，因为该公司表示其年化收入从年初的 10 亿美元改善到 2025 年 8 月的 50 亿美元，意味着年增长率约为 700%。Anthropic 与 OpenAI 的区别在于其专注于 “安全” AI，而 Claude 在多个重要方面与 ChatGPT 有所不同。</p>
</div><p>It has also committed to using Amazon's Trainium and Inferentia chips, creating a market for those products that could help it build momentum. The tripling in Anthropic's valuation also makes Amazon's stake in the company that much more valuable.</p>
<div class="lb-trans"><p>它还承诺使用亚马逊的 Trainium 和 Inferentia 芯片，为这些产品创造了市场，这可能有助于其建立势头。Anthropic 估值的三倍增长也使得亚马逊在该公司的股份更加有价值。</p>
</div><h2>Amazon's AI future</h2>
<div class="lb-trans"><h2>亚马逊的 AI 未来</h2>
</div><p>For Amazon, the Anthropic funding round is more than a win for the company. It also offers evidence that it's still early in the AI boom, since a tripling in valuation in six months shows that investors are eager to throw money at the new technology; and given the partnership between the two companies, a win for Anthropic is a win for Amazon.</p>
<div class="lb-trans"><p>对于亚马逊来说，Anthropic 的融资轮不仅是公司的胜利。它还提供了证据，表明 AI 热潮仍处于早期阶段，因为六个月内估值的三倍增长显示投资者渴望向新技术投入资金；鉴于两家公司之间的合作关系，Anthropic 的胜利也是亚马逊的胜利。</p>
</div><p>While Amazon may have gotten a slow start in AI, it's still the largest cloud infrastructure platform in the world, and it has other outlets for AI, including its e-commerce business, its logistics network, and an advertising business that will help it benefit from the technology.</p>
<div class="lb-trans"><p>虽然亚马逊在 AI 领域起步较慢，但它仍然是全球最大的云基础设施平台，并且在其电子商务业务、物流网络和广告业务等其他领域也有 AI 的应用，这将帮助其从技术中受益。</p>
</div><p>It's still early days for AI, and there's plenty of room for Amazon to make gains, especially when its close partner is flush with a $13 billion infusion. Its bet on Anthropic is already paying off in more ways than one, and that partnership should help it grab other AI spending at AWS.</p>
<div class="lb-trans"><p>AI 仍处于早期阶段，亚马逊有足够的空间来取得进展，尤其是当其紧密合作伙伴获得 130 亿美元的资金注入时。它对 Anthropic 的投资已经在多个方面开始回报，这一合作关系应有助于其在 AWS 上获取其他 AI 支出。</p>
</div>

Anthropic's $183 Billion Valuation Could Add Fuel to Amazon's AI Ambitions

- 亚马逊在人工智能领域被视为落后于微软和谷歌。  
- 其投资 80 亿美元于 Anthropic 使其估值飙升至 1830 亿美元。  
- 合作将推动亚马逊云服务的增长，未来仍有发展空间。  

Anthropic 的 1830 亿美元估值可能会助力亚马逊的人工智能发展雄心