Amazon CEO Jassy's Bold AWS Prediction: A $600 Billion AI-Driven Ramangwana Mumusangano uchangoburwa wemaoko ese, Amazon CEO Andy Jassy akaita fungidziro inokatyamadza yeAmazon Web Services (AWS). Anotenda kuwedzera kudiwa kwevatengi kwehungwaru hwekugadzira (AI) kunogona kukurudzira AWS kusvika pamadhora mazana matanhatu emabhiriyoni emadhora ekutengesa pagore mukati memakore gumi anotevera. Kufembera uku kunomiririra kusvetuka kukuru kubva mugore hofori inotarisirwa mabhiriyoni zana nemakumi matatu emadhora mukutengesa kwakazara muna 2025, sezvakataurwa neReuters. Chiratidzo chaJassy chinosimbisa simba rekushandura reAI uye basa rayo repakati mune ramangwana re cloud computing.
Iyo AI Injini Kutyaira Kusati kwamboitika AWS Kukura Kuvimbika kwaAndy Jassy kwakadzika midzi mukuputika kutorwa kwekugadzira AI uye kudzidza muchina. Mabhizinesi kumatunhu ese ari kumhanyisa kubatanidza AI mumabasa avo. Izvi zvinogadzira kudiwa kusingagutsikane kwesimba rakakura remakomputa, yakasarudzika silicon, uye masevhisi anogadziriswa anopihwa neAWS. Gore ndiro chete chikuva chinogoneka chekudzidzisa uye kutumira mhando dzemitauro mikuru (LLMs). AWS iri kuisa mari zvine hukasha kuti itore wave wave. Kubva patsika AI machipisi senge Trainium uye Inferentia kune kudyidzana uye akagadziriswa masevhisi seBedrock, Amazon iri kuvaka yakazara AI stack.
Yakakosha AWS Investment yekubata iyo AI Musika Kuzadzisa chinangwa ichi chinoda mabhiriyoni mazana matanhatu emadhora, AWS iri kuita pamatanho akawanda. Zano rayo rinopfuura kungopa zvivakwa zvisina kujeka.
Tsika Silicon (Trainium & Inferentia): Kugadzira yayo yega AI machipi kunoderedza kuvimba nevatengesi vekunze vakaita seNvidia uye inopa kuita-inodhura kuita kwemamwe mabasa. Amazon Bedrock: Iri basa rakanyatsogadziriswa rinopa vatengi kuwana kune yepamusoro nheyo modhi kubva kuAI21 Labs, Anthropic, uye Meta, kurerutsa generative AI application kusimudzira. Yakawedzera Global Infrastructure: AWS inoenderera mberi nekutangisa Nzvimbo itsva dzekuwanika nenzvimbo dzemuno, zvichiunza yakaderera-latency AI kugadzirisa padyo nenzvimbo huru dzevatengi pasi rese.
Iyi nzira ine-multi-pronged inoita kuti AWS igone kushandira zvese kubva kutanga kuyedza neAI kusvika kumabhizinesi makuru anomhanyisa mission-yakakosha AI inference pachiyero. Nzvimbo yemakwikwi inotyisa, nevakwikwidzi vakaita seMicrosoft Azure neGoogle Cloud zvakare vachigadzira mabheti makuru eAI, ayo anongowedzera kuwedzera kwemusika. Mukufamba kwakabatana kuchengetedza AI Hardware, Nvidia iri kutangazve kugadzira kweH200 China kutengesa, CEO wayo anodaro, achisimbisa kukwikwidza kwepasirese kwekugona.
Kubva $130B kusvika $600B: Kuongorora Kukura Kwenzira Kufungidzira kwaJassy kunoreva chiyero chekukura kwegore (CAGR) chinoshuvira asi chine musoro chakapihwa iyo AI catalyst. Kusvika pamadhora mazana matanhatu emabhiriyoni emadhora pagore kusvika muna 2036 zvinoda kuti AWS iwedzere kupeta chiyero chayo kubva payakarongerwa 2025 yekutanga. Uku kukura hakubve kune imwechete "mhondi app." Pane kudaro, ichafambiswa nekubatanidzwa kwakazara kweAI kune ese maindasitiri. Zvikamu zvakaita sezvehutano (zvekutsvaga zvinodhaka), mari (yekuona chitsotsi), uye midhiya (yekugadzira zvirimo) ndivo vanokurumidza kugamuchira. Iyo inotevera wave inosanganisira kugadzira, Logistics, uye kutengesa.
Matambudziko Anogona Panzira kuenda ku600 Bhiriyoni Nepo mukana wacho wakakura, AWS inofanirwa kufamba zvipingaidzo zvakakura. Kukwikwidza kwakanyanya kubva kune vamwe vanopa makore kuchamanikidza miganho uye kukurudzira kuenderera mberi hunyanzvi. Kuongororwa kwemutemo kwakatenderedza kuvanzika kwedata uye tsika dzeAI zvinogonawo kukanganisa kumhanya kwekutumira. Uyezve, iyo yehupfumi modhi yeAI ichiri kubuda. Mutengo wakakura wemamodheru ekudzidzisa unoda kungwarira nzira dzemitengo. AWS inofanirwa kuratidza yakajeka ROI kune vatengi vayo kuchengetedza kukura kwenguva refu. Mari yevatungamiriri vemakambani mutechnology iri kuramba ichiwedzera, sezvinoonekwa mune mamwe matunhu umo makakatanwa emutero anogona kutungamirira kumazuva ekubhadhara epamusoro anodarika madhora mazana masere emamiriyoni.
Zvinorehwa naJassy's Forecast kune Cloud uye Tech Landscape Andy Jassy's $ 600 bhiriyoni AWS fungidziro inopfuura yekutengesa tarisiro; chirevo pamusoro peramangwana rehunyanzvi. Zvinoratidza kuti zvivakwa zvemakore, zvakakurisa neAI, zvichave musimboti wakakura wehupfumi hwenyika. Uku kukura kuchabuda, kuchipisa hunyanzvi mumasemiconductors, nzvimbo dzedata, uye kuvandudza software. Kune mabhizinesi, meseji iri pachena: kutorwa kweAI uye kutama kwegore zvakabatana zvisingaite. Kune vanoisa mari, inotaridza kukosha kukuru kuchiri kugadzirwa mune yegore layer. Pamusika webasa, inovimbisa kuenderera mberi kudiwa kwehunyanzvi mukuvaka kwegore, datasainzi, uye AI engineering.
Mhedziso: Chiratidzo cheAI-Yakatsanangurwa Makumi Amazon CEO Andy Jassy akafanotaura kuti AWS inogona kusvika pamadhora mazana matanhatu emabhiriyoni ekutengesa kumhanya inofambiswa neAI chiratidzo chine simba chemakore gumi ari mberi. Inoratidza kutenda kwakakosha kuti shanduko yeAI ichavakwa pagore. Kunyange zvimhingamipinyi zviripo, chiyero cheAWS, kudyara, uye kutariswa kwevatengi kunozviisa semukwikwidzi wekutanga kutora iyi nhoroondo wave. Mujaho wekutsanangura iyo AI zvivakwa layer iripo, uye hupfumi hwayo huchave hunoshamisa. Kuti urambe uri pamberi pemaitiro makuru etekinoroji uye maonero evakuru anofambisa misika, tsvaga kumwe kuongorora paSeemless.
