Amazon's Andy Jassy Remains Bullish On AWS, Sees 'Very Large Opportunity' And Expects 'Meaningful' CapEx Increase In 2024
Amazon's Andy Jassy Remains Bullish On AWS, Sees 'Very Large Opportunity' And Expects 'Meaningful' CapEx Increase In 2024
Amazon.com Inc (NASDAQ:AMZN) CEO Andy Jassy has expressed optimism about the future of the company's Amazon Web Services or AWS during the first-quarter 2024 earnings call.
亚马逊公司（纳斯达克股票代码：AMZN）首席执行官安迪·贾西在2024年第一季度财报电话会议上对该公司亚马逊网络服务或AWS的未来表示乐观。
What Happened: On Tuesday, during the call, Jassy highlighted the potential for AWS, stating that despite the segment's $100 billion-plus annualized revenue run rate, over 85% of the global IT spend is still on-premises. "We remain very bullish on AWS."
发生了什么：在周二的电话会议上，Jassy强调了AWS的潜力，他表示，尽管该细分市场的年化收入超过1000亿美元，但超过85％的全球IT支出仍在本地。“我们仍然非常看好 AWS。”
He also noted the impending rise of gen AI, which is expected to be predominantly cloud-based over the next 10 to 20 years, presenting a significant opportunity for AWS. "There is a very large opportunity in front of us," he stated.
他还指出，AI一代即将崛起，预计在未来10到20年中，人工智能将以云为主，这为AWS带来了重大机遇。他说：“我们面前有很大的机会。”
Jassy went on to highlight AWS's competitive edge, which is attracting more companies to shift their AI focus to AWS.
Jassy接着强调了AWS的竞争优势，这吸引了更多公司将人工智能重点转移到AWS。
"We expect the combination of AWS' reaccelerating growth and high demand for gen AI to meaningfully increase year-over-year capital expenditures in 2024, which given the way the AWS business model works is a positive sign of the future growth," the Amazon CEO said, adding, "The more demand AWS has, the more we have to procure new data centers, power and hardware."
亚马逊首席执行官表示：“我们预计，AWS重新加速的增长和对人工智能的高需求将在2024年显著增加资本支出，考虑到AWS商业模式的运作方式，这是未来增长的积极信号，” 他补充说，“AWS的需求越多，我们采购新的数据中心、电力和硬件的需求就越多。”
Why It Matters: In April 2024, it was reported that the workforce reductions in AWS, were part of the company's efforts to streamline operations and pivot towards digital. At the time, the e-commerce giant reported cited overlapping roles as a reason behind these cuts.
为何重要：2024年4月，据报道，AWS裁员是该公司简化运营和向数字化转型的努力的一部分。当时，这家电子商务巨头报告称，职责重叠是这些裁员的原因。
However, despite this, AWS has continued to innovate, launching services such as Deadline Cloud to transform media and entertainment content creation and rendering.
但是，尽管如此，AWS仍在继续创新，推出了诸如Deadline Cloud之类的服务，以改变媒体和娱乐内容的创作和渲染。
Meanwhile, in the first quarter, Amazon's net sales reached $143.3 billion, marking a 13% increase compared to the previous year and surpassing the Street's estimated net sales of $142.5 billion, according to data from Benzinga Pro.
同时，根据Benzinga Pro的数据，在第一季度，亚马逊的净销售额达到1433亿美元，与去年同期相比增长了13％，超过了华尔街估计的1425亿美元净销售额。
AMZN Price Action: At the time of writing, Amazon shares were up by 1.23% in the after-hours session at $177.16, according to Benzinga Pro data.
亚马逊价格走势：根据Benzinga Pro的数据，在撰写本文时，亚马逊股价在盘后交易中上涨了1.23％，至177.16美元。
Photo via Shutterstock.
照片来自 Shutterstock。
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