[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioaead6a9c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioaead6a9c","挑战英伟达(NVDA)主导地位！亚马逊(AMZN)拟向外部数据中心销售自研AI芯片-股价应声大涨2%","\u002Fdoc\u002Fdcioaead6a9c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，亚马逊(AMZN)正考虑将其自研人工智能(AI)芯片销售给其他企业的数据中心使用，此举标志着公司在挑战英伟达(NVDA)AI芯片市场主导地位方面迈出重要一步。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">亚马逊负责人工智能业务的高管Peter DeSantis在接受采访时表示，公司已经开始与潜在客户展开相关讨论，但未透露具体合作对象。“我们认为AI基础设施正在快速演进，”DeSantis表示，“我们始终在寻找服务更多客户的方法。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受消息提振，亚马逊股价周四盘中涨超2%，触及242.86美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">亚马逊于2020年推出自研AI加速芯片Trainium，旨在为AI模型训练提供更高性价比的算力解决方案。目前，OpenAI、Anthropic以及优步(UBER)等企业均已通过亚马逊云服务(AWS)使用Trainium芯片。亚马逊此前披露，截至今年4月，Trainium相关项目已累计获得超过2250亿美元的收入承诺。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">事实上，亚马逊早已释放出扩大Trainium商业化范围的信号。今年4月，首席执行官Andy Jassy在致股东信中表示，未来“完全有可能”向第三方客户直接销售搭载Trainium芯片的整机机柜。市场普遍认为，这是亚马逊试图强化AI战略、缩小与竞争对手差距的重要举措。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">随着ChatGPT引爆全球AI热潮，亚马逊、谷歌(GOOGL)以及微软(MSFT)等云计算巨头均在加速研发自有AI芯片，以降低对英伟达GPU的依赖。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，AI产业快速发展也催生出大量专注于人工智能的云服务提供商，并推动欧洲等地区对“主权AI”基础设施的需求升温。所谓“主权AI”，是指数据存储和算力资源部署在本国境内，以满足当地法律法规和数据安全要求。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">今年4月，谷歌首席执行官皮查伊也曾宣布，公司将向部分客户开放其自研张量处理器(TPU)，允许客户在自有数据中心部署相关硬件。分析人士认为，亚马逊计划向外部客户销售Trainium芯片，意味着云计算巨头之间围绕AI芯片市场的竞争正进一步升级。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">DeSantis表示，亚马逊推动Trainium走向AWS之外市场的部分原因，正是海外市场特别是欧洲地区对本地可控算力资源需求不断增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，对于部分欧洲国家呼吁减少对美国科技企业依赖的声音，DeSantis表示，目前AWS业务尚未受到任何实质性影响。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他还透露，今年开始出货的第三代Trainium芯片目前“基本售罄”，而预计将于明年推出的第四代Trainium也已获得大量客户关注。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">对于外界担忧向AWS之外销售Trainium可能会蚕食云业务收入，DeSantis并不认同。“AI领域仍存在巨大的算力缺口，”他说，“我并不担心这一问题。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除了Trainium之外，亚马逊近年来还大力推广通用处理器Graviton。DeSantis透露，Meta(META)已开始采用Graviton芯片，而过去三年中，亚马逊新增部署的Graviton芯片数量已经超过公司其他任何类型的处理器。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]