<p>亚马逊的云基础设施将在当前的人工智能热潮中实现巨大的增长。在最近的会议上，首席执行官安迪·杰西表示，亚马逊网络服务（AWS）有潜力每年创造高达 6000 亿美元的收入，这一估计是十年前 3000 亿美元估计的两倍。</p>
<p>在路透社 2026 年 3 月 17 日的上述预测中，强调了人工智能作为云计算增长驱动力的角色。</p>
<p>根据 Synergy Research Group 的数据，到 2025 年，第三季度企业在云基础设施服务上的支出中，63% 来自亚马逊、微软和谷歌的合计。</p>
<p>四个季度前这一比例为 62%，四个季度之前为 61%。由于云使用激增，全球市场价值从八个季度前的 680 亿美元增加到第三季度的 1070 亿美元，他们的市场份额逐渐增加。</p>
<p>在三大巨头中，亚马逊的市场份额一直在稳步下降，而谷歌和微软则在增加。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.techi.com/wp-content/uploads/2026/03/image-84.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="881" height="647" original-src="https://imageproxy.pbkrs.com/https://www.techi.com/wp-content/uploads/2026/03/image-84.png"/></p>
<h2>数字持续飙升 🔗</h2>
<p>在线销售在 2025 年增长了 12%，达到 7169 亿美元，AWS 的收入为 1287 亿美元，比去年增长了 20%。这一扩张归功于对高性能芯片以及与人工智能工作负载相关的推理工具的需求增加。</p>
<p>通过战略举措加速。亚马逊正在与 NVIDIA 合作开发用于汽车的人工智能助手，并与 Cerebras 合作以实现更快的推理速度。</p>
<p>此外，亚马逊与 OpenAI（ChatGPT 背后的公司）建立了为期多年的战略合作伙伴关系，涉及高达 500 亿美元的投资，以加速人工智能创新。该合作包括 OpenAI 广泛使用亚马逊的专有 Trainium 人工智能芯片。</p>
<h2>专家观点与股票动态 🔗</h2>
<p>Wedbush 的 Dan Ives 表示：</p>
<blockquote>
<p>这是亚马逊即将发生的 ‘增长复兴’。</p>
</blockquote>
<p>自公告以来，亚马逊股票在 3 月 17 日上涨了 1.63%，达到 215.20 美元，显示出投资者对持续增长势头的热情。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.techi.com/wp-content/uploads/2026/03/image-85.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1043" height="445" original-src="https://imageproxy.pbkrs.com/https://www.techi.com/wp-content/uploads/2026/03/image-85.png"/></p>
<h2>大胆的前景 🔗</h2>
<p>成功的关键将在于在激烈竞争中成功实施，特别是 OpenAI 与 Azure 和谷歌 TPU 的整合。</p>
<p>尽管如此，AWS 所拥有的广泛生态系统及其不断创新的芯片使其在主导下一代人工智能推理方面处于良好位置。</p>
<p>随着越来越多的企业在云计算上投入，预计 AWS 不仅将成为支柱，还将成为人工智能巨头，从而推动亚马逊的价值增长。</p>

MSFX

在线零售 ETF - ProShares

电子商务 ETF - GlobalX

<p>亚马逊网络服务（AWS）预计年收入将达到 6000 亿美元，翻倍于之前 3000 亿美元的估计。这一增长受到人工智能热潮的推动，预计 AWS 在 2025 年将产生 1287 亿美元的收入，比去年增长 20%。亚马逊在前三大云服务提供商中的市场份额正在下降，而谷歌和微软则在不断增长。与 NVIDIA 和 OpenAI 的战略合作，包括 500 亿美元的投资，旨在增强人工智能能力。公告发布后，亚马逊的股票上涨了 1.63%，达到 215.20 美元，反映出投资者对未来增长的乐观情绪</p>

<p>The cloud infrastructure of Amazon is set to grow tremendously as the current AI boom is being experienced. During the recent meeting, the Chief Executive Officer Andy Jassy said that Amazon Web Services (AWS) had a potential of building up to $600 billion in annual revenues, which is a twofold estimate of the $300 billion estimate that was issued ten years ago.</p>
<div class="lb-trans"><p>亚马逊的云基础设施将在当前的人工智能热潮中实现巨大的增长。在最近的会议上，首席执行官安迪·杰西表示，亚马逊网络服务（AWS）有潜力每年创造高达 6000 亿美元的收入，这一估计是十年前 3000 亿美元估计的两倍。</p>
</div><p>In the above projection by Reuters on 17 March 2026, the role of AI as a driver of growth of cloud computing is emphasized.</p>
<div class="lb-trans"><p>在路透社 2026 年 3 月 17 日的上述预测中，强调了人工智能作为云计算增长驱动力的角色。</p>
</div><p>As of 2025, according to data from Synergy Research Group, 63% of enterprise spending on cloud infrastructure services in Q3 came from Amazon, Microsoft, and Google combined.</p>
<div class="lb-trans"><p>根据 Synergy Research Group 的数据，到 2025 年，第三季度企业在云基础设施服务上的支出中，63% 来自亚马逊、微软和谷歌的合计。</p>
</div><p>It was 62% four quarters ago and 61% four quarters prior. As the global market value increased from $68 billion eight quarters ago to $107 billion in Q3 due to the surge in cloud usage, their market share gradually increased.</p>
<div class="lb-trans"><p>四个季度前这一比例为 62%，四个季度之前为 61%。由于云使用激增，全球市场价值从八个季度前的 680 亿美元增加到第三季度的 1070 亿美元，他们的市场份额逐渐增加。</p>
</div><p>Amazon’s market share has been steadily declining among the big three, while Google and Microsoft have been increasing.</p>
<div class="lb-trans"><p>在三大巨头中，亚马逊的市场份额一直在稳步下降，而谷歌和微软则在增加。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.techi.com/wp-content/uploads/2026/03/image-84.png" alt="" original-src="https://www.techi.com/wp-content/uploads/2026/03/image-84.png"/></p>
<h2>Digits Keep on Soaring to the Hype 🔗</h2>
<div class="lb-trans"><h2>数字持续飙升 🔗</h2>
</div><p>Online sales have increased by 12% to $716.9 billion in 2025 with AWS generating $128.7 billion 20% higher than it was last year. This expansion is credited to increased need of top-performance chips as well as inference tools that are related with AI workloads.</p>
<div class="lb-trans"><p>在线销售在 2025 年增长了 12%，达到 7169 亿美元，AWS 的收入为 1287 亿美元，比去年增长了 20%。这一扩张归功于对高性能芯片以及与人工智能工作负载相关的推理工具的需求增加。</p>
</div><p>Accelerated by Strategic Moves. Amazon is collaborating with NVIDIA on AI assistants to be used in cars and Cerebras to achieve faster speeds of inference.</p>
<div class="lb-trans"><p>通过战略举措加速。亚马逊正在与 NVIDIA 合作开发用于汽车的人工智能助手，并与 Cerebras 合作以实现更快的推理速度。</p>
</div><p>Additionally, Amazon and OpenAI, the company behind ChatGPT, have a multi-year strategic partnership that involves up to $50 billion in investment to speed up AI innovation. The collaboration includes OpenAI’s widespread use of Amazon’s proprietary Trainium AI chips.</p>
<div class="lb-trans"><p>此外，亚马逊与 OpenAI（ChatGPT 背后的公司）建立了为期多年的战略合作伙伴关系，涉及高达 500 亿美元的投资，以加速人工智能创新。该合作包括 OpenAI 广泛使用亚马逊的专有 Trainium 人工智能芯片。</p>
</div><h2>Expert Take and Stock Buzz 🔗</h2>
<div class="lb-trans"><h2>专家观点与股票动态 🔗</h2>
</div><p>Wedbush’s Dan Ivessaid <em>:</em></p>
<div class="lb-trans"><p>Wedbush 的 Dan Ives 表示：</p>
</div><blockquote>
<p>This is the ‘renaissance of growth’ that’s about to happen at Amazon.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>这是亚马逊即将发生的 ‘增长复兴’。</p>
</blockquote>
</div><p>Since the announcement, Amazon stock rose 1.63% to $215.20 on 17 March, a positive sign of investor enthusiasm about the continuity of the momentum.</p>
<div class="lb-trans"><p>自公告以来，亚马逊股票在 3 月 17 日上涨了 1.63%，达到 215.20 美元，显示出投资者对持续增长势头的热情。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.techi.com/wp-content/uploads/2026/03/image-85.png" alt="" original-src="https://www.techi.com/wp-content/uploads/2026/03/image-85.png"/></p>
<h2>Bold Path Ahead 🔗</h2>
<div class="lb-trans"><h2>大胆的前景 🔗</h2>
</div><p>The key to success will be a successful implementation of its use in the face of high competition, in particular, OpenAI integration with Azure and TPUs in Google.</p>
<div class="lb-trans"><p>成功的关键将在于在激烈竞争中成功实施，特别是 OpenAI 与 Azure 和谷歌 TPU 的整合。</p>
</div><p>Still, the wide ecosystem that AWS boasts of and its constant innovation of the chips put it in a great position to dominate the next generation of AI inference.</p>
<div class="lb-trans"><p>尽管如此，AWS 所拥有的广泛生态系统及其不断创新的芯片使其在主导下一代人工智能推理方面处于良好位置。</p>
</div><p>With more and more businesses spending on the use of cloud computing, it is anticipated that AWS will become not only the backbone, but the AI giant, which will lead to an increase in the value of Amazon.</p>
<div class="lb-trans"><p>随着越来越多的企业在云计算上投入，预计 AWS 不仅将成为支柱，还将成为人工智能巨头，从而推动亚马逊的价值增长。</p>
</div>

AWS Revenue Forecast Hits $600B as AI Boom Reshapes Cloud Computing

TECHi

T-Rex 2X Long Microsoft Daily Target ETF

OpenAI

全球科技股指数 ETF - iShares

2 倍做多 MSFT ETF - GraniteShares

云计算 ETF - GlobalX

亚马逊每日 2 倍做多 ETF - Direxion

Global X Data Center & Dgtl Infrs ETF

Roundhill AMZN WeeklyPay ETF

亚马逊每日 1 倍做空 ETF - Direxion

GraniteShares 2x Long AMZN Daily ETF

线上零售 ETF - Amplify

亚马逊

微软

谷歌-A

英伟达

谷歌-C

AWS 的收入预测达到 6000 亿美元，人工智能热潮正在重塑云计算行业