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English(EN) Investors love AI, as long as you’re a cloud host

亚马逊AWS收入飙升37%，得益于大规模人工智能基础设施投资

作者 PulseAugur 编辑部 · [3 个来源] ·

亚马逊公布了强劲的第二季度财报，AWS收入增长37%，推动其股价上涨近10%。尽管资本支出巨大，包括将2026年的预测上调至2200亿美元，并投资于Trainium TPU和Graviton等定制芯片，但投资者对日益增长的云服务需求感到安心。这一趋势与微软和谷歌的积极业绩相呼应，凸显了投资者在人工智能生态系统中更倾向于云主机而非人工智能实验室和初创公司，后者的经济可持续性仍然令人担忧。 AI

影响 凸显了投资者对云基础设施作为稳定人工智能投资的信心，与对人工智能实验室的怀疑形成对比。

排序理由 公司财报，包含重要的财务业绩和战略投资细节。

在 TechCrunch AI 阅读 →

AI 生成摘要 · Google Gemini · 来自 3 个来源。 我们如何撰写摘要 →

亚马逊AWS收入飙升37%，得益于大规模人工智能基础设施投资

本文如何被排名

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Significant
公司财报，包含重要的财务业绩和战略投资细节。
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73 days old
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完整方法见我们的编辑标准。

报道来源 [3]

  1. TechCrunch AI TIER_1 English(EN) · Russell Brandom ·

    投资者钟爱人工智能，只要你是云服务提供商

    Amazon isn't slowing down on data center spending — but investors don't seem to mind.

  2. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    投资者青睐AI领域的云主机，亚马逊的数据中心支出可见一斑。来源：TechCrunch AI https://techcrunch.com/2026/07/30/inve stors-love-ai-as-long-a

    Investors favor cloud hosts in AI, as Amazon's data center spending shows. Source: TechCrunch AI https:// techcrunch.com/2026/07/30/inve stors-love-ai-as-long-as-youre-a-cloud-host/ # AI # Automation

    链接 techcrunch.com/…/investors-love-ai-as-lon…
  3. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    投资者青睐人工智能，前提是你得是云服务商

    Investors love AI, as long as you're a cloud host https://techcrunch.com/2026/07/30/investors-love-ai-as-long-as-youre-a-cloud-host/ # AI # Cloud # Startups

    链接 techcrunch.com/…/investors-love-ai-as-lon…

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