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.
亞馬遜公司（納斯達克股票代碼：AMZN）首席執行官安迪·賈西在2024年第一季度業績電話會議上對該公司亞馬遜網絡服務或AWS的未來表示樂觀。
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."
發生了什麼：在週二的電話會議上，Jassy強調了AWS的潛力，他表示，儘管該細分市場的年化收入超過1000億美元，但超過85％的全球IT支出仍在本地。“我們仍然非常看好 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.
他還指出，AI一代即將崛起，預計在未來10到20年中，人工智能將以云爲主，這爲AWS帶來了重大機遇。他說：“我們面前有很大的機會。”
Jassy went on to highlight AWS's competitive edge, which is attracting more companies to shift their AI focus to AWS.
Jassy接着強調了AWS的競爭優勢，這吸引了更多公司將人工智能重點轉移到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."
亞馬遜首席執行官表示：“我們預計，AWS重新加速的增長和對人工智能的高需求將在2024年顯著增加資本支出，考慮到AWS商業模式的運作方式，這是未來增長的積極信號，” 他補充說，“AWS的需求越多，我們採購新的數據中心、電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.
爲何重要：2024年4月，據報道，AWS裁員是該公司簡化運營和向數字化轉型的努力的一部分。當時，這家電子商務巨頭報告稱，職責重疊是這些裁員的原因。
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，儘管如此，AWS仍在繼續創新，推出了諸如Deadline Cloud之類的服務，以改變媒體和娛樂內容的創作和渲染。
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.
同時，根據Benzinga Pro的數據，在第一季度，亞馬遜的淨銷售額達到1433億美元，與去年同期相比增長了13％，超過了華爾街估計的1425億美元淨銷售額。
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.
亞馬遜價格走勢：根據Benzinga Pro的數據，在撰寫本文時，亞馬遜股價在盤後交易中上漲了1.23％，至177.16美元。
Photo via Shutterstock.
照片來自 Shutterstock。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明: 此內容部分是在 Benzinga Neuro 的幫助下製作的，並由 Benzinga 編輯審查和出版。