Amazon CEO Jassy 称算力短缺将持续到 2028 年之后
Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond 2028
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Amazon CEO Andy Jassy 向 a16z 联合创始人 Ben Horowitz 表示，Amazon 的算力已用尽，短缺将持续到 2028 年之后。Horowitz 认为这与互联网泡沫不同，当年网络先于足够用户建成，而 AI 领域的需求超过任何供应方所能提供。完整视频见 All-In Podcast 的 YouTube 频道。
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Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond 2028
Ben thinks this is not like the dot-com bubble: back then the network was built before there were enough users, while in AI there is more demand than anyone can supply.
---- Full video on "All-In Podcast" YouTube channel, (link in comment)