亚马逊云计算部门第三季度增长速度快于分析师预期。据一份声明，营收为459.8亿美元，同比增长39%，高于StreetAccount调查的分析师共识452.9亿美元。第二季度增长率约为37%。亚马逊首席执行官安迪·贾西在与分析师的电话会议上表示：“我们的核心计算和存储营收增长率达到了数年来的最快水平。”AWS的增长率是自2021年第四季度以来的最高水平。
Amazon's cloud-computing unit reported more rapid third-quarter growth than analysts had projected. Revenue came in at $45.98 billion, up 39% year over year and above the $45.29 billion consensus among analysts polled by StreetAccount, according to a statement Growth in the second quarter came in at about 37% "Our core compute and storage revenue grew at their fastest rates in several years," Amazon CEO Andy Jassy said on a conference call with analysts. The AWS growth rate was the highest since the fourth quarter of 2021.
亚马逊仍是按营收计算的头号云服务商，但竞争对手Alphabet和微软的增长也加快了。周三，Alphabet表示，包含基础设施和Google Workspace订阅的Google Cloud业务在第三季度增长了一倍多。
Amazon remains the top cloud by revenue, but growth has also sped up at rivals Alphabet and Microsoft. On Wednesday Alphabet said the Google Cloud business, which contains infrastructure and Google Workspace subscriptions, more than doubled in the third quarter.
所有主要云服务商都在竞相建设能够容纳高人工智能需求的数据中心。本季度，AWS宣布计划扩大其英伟达图形处理器产品组合，这些芯片可处理人工智能工作负载。
All the major clouds have been racing to build data centers that can accommodate high artificial intelligence demand. During the quarter, AWS announced plans to expand its portfolio of Nvidia graphics processing units that can handle AI workloads.
据声明，AWS还收购了数据分析初创公司DuckLabs，并与Meta和OpenAI签署了协议。
AWS also acquired data analysis startup DuckLabs and signed deals with Meta and OpenAI, according to the statement.
AWS第三季度营业收入为177.7亿美元，增长55%，高于StreetAccount共识的169.7亿美元。该部门现在占亚马逊营收的近23%，创下纪录。
The AWS segment generated $17.77 billion in third-quarter operating income, up 55% and more than the $16.97 billion StreetAccount consensus. The unit now accounts for almost 23% of Amazon's revenue, a record.
周三，微软发布了其首份包含Azure云服务美元营收的财报。Azure的规模是AWS的72%，两年前为58%。
On Wednesday, Microsoft published its first earnings report that contained revenue from its Azure cloud in dollars. Azure is 72% the size of AWS, up from 58% two years ago.
AWS早于Azure和Google Cloud Platform推出，其首批服务出现在2006年。
AWS came before Azure and the Google Cloud Platform, with its first services appearing in 2006.
贾西表示：“凭借我们持续的创新步伐、新的核心和人工智能功能、希望在AWS上运行其核心和人工智能工作负载的企业，以及我们每年增加的容量，我们认为AWS在2027年和2028年每年的增长率都可超过40%，并在未来五到十年内成为一家万亿美元营收的企业。”
"With our continued pace of innovation, new core and AI functionality, enterprises wanting to run their core and AI workloads in AWS, and the amount of capacity that we're adding each year, we believe that AWS can grow north of 40% in each of 2027 and in 2028, and be a trillion-dollar revenue business in the next five to 10 years," Jassy said.
谷歌一直通过将其用于人工智能的张量处理单元在自有设施之外提供，来提升其云计算收入。现在，亚马逊将采用这一策略，推出其用于训练模型的Trainium芯片，时间定在2027年底。
Google has been pumping up its cloud revenue by making its tensor processing units for AI available outside its own facilities. Now Amazon will adopt the strategy with its Trainium chips for training models, starting in late 2027.
“由于对Trainium的需求非常强劲，客户继续敦促我们在AWS之外提供该芯片。我们计划在2027年底这样做，”贾西表示。科技巨头财报将人工智能支出和盈利能力推向焦点：分析师
"With Trainium demand so strong, customers continue encouraging us to make it available outside of AWS. We intend to do so late in 2027," Jassy said. Big Tech earnings put AI spending and profitability in focus: Analyst