10/30/2024, 01:57 PM UTC
亚马逊：AI驱动回报率和生产力，以及消费者韧性Amazon: AI-Driven ROI And Productivity, Plus Consumer Resilience
1、亚马逊的AWS业务，利用NVIDIA GPU和定制AI芯片，推动高盈利性和生产力增长；2、AWS的垂直整合AI生态系统和生成式AI生产力改进提高了利润率；3、尽管资本支出高且竞争激烈，但亚马逊差异化的AI产品和服务以及生产力提升使其具有溢价估值理由。1. Amazon's AWS business, utilizing NVIDIA GPUs and custom AI chips, drives high profitability and productivity gains; 2. AWS's vertically integrated AI ecosystem and GenAI productivity improvements enhance margins; 3. Despite high CapEx and competition, Amazon's differentiated AI offerings and productivity gains justify a premium valuation.
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