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刚刚！
#AWS算力需求旺盛，亚马逊Q3财报有哪些看点？
《AWS算力狂飙 亚马逊财报迎大考》
亚马逊马上公布最新财报，大家最关心的还是核心利润引擎AWS。随着大模型训练需求爆发，这套云服务订单确实排得满满当当。
关键看点在真金白银的投入产出。亚马逊全年资本开支拉到七百多亿美元，昂贵算力设备进场直接拉高折旧成本，云业务营业利润率面临不小考验。
华尔街现在不光看算力需求有多火热，更看管理层接下来的支出指引和自研芯片降本成效。 $BTC
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