Amazon CEO Andy Jasi thinks companies should now be “offensively” in AI to spend full financial awards in the future.
In him Amazon Shareholder’s annual letter Published on Thursday, JAC said “enough capital” is needed to maintain the demand for AI innovation and AI product customer demand. He also added that Amazon also has to spend this money now if it is expected to see the return of the line strong in the line during his investment years.
Jassi’s comments were announced in February after the fourth-fourth-four-fourth-fourth announcement plan was announced after announcing a plan to spend more than $ 1 billion for capital expenditure in 2021. The “huge majority” of this amount will be kept towards the AWS AI capacity, JC says.
Jesse wrote in his shareholder letter, “We believe that AI is the reorganization of what we know is the one -time life.” “In contrast to what we have seen before and our customers, shareholders and business will now be served aggressively by our investment.”
JACY said that the largest AI expenditures are currently data centers and chips, but he added that over time this infrastructure will start to cost less.
“In the AWS, the faster demand, the more data centers, chips and hardware we need to collect (and AI chips are much more expensive than CPU chips),” Jassi wrote. “These assets are effective for many years, but we spend this capital in front.”
Jassi Amazon’s own trainium 2 chips suggested as an example that the prices for AI infrastructure would decrease over time. He also added that these chips provide 30% -40% better price-performer today than examples of current GPU-powered computing. Trainum 2 was published in the end of 2024.
JACI also said that AI price mobility will change in the future as AI’s training costs and the money or actually serving AI model instead of money.
“We feel strong in order to make the estimates less expensive for customers,” Jasi writes. “BUT will help more prices-editing chips
Amazon is currently producing more than a thousand generators AI apps, saying in the JCS shareholder letter. He also added that Amazon’s AI earnings are increasing in “Triple-Digit” year after year and presents a “annual revenue rate of $ multi-billion dollar”.
TechCrunch reached Amazon for comments.