I-CEO yeAmazon kaJassy's Bold AWS Prediction: I-600 yeebhiliyoni zeedola ze-AI-Ikamva Kwintlanganiso yamva nje yezandla zonke, i-CEO yaseAmazon uAndy Jassy wenze uqikelelo olumangalisayo kwiiNkonzo zeWebhu zeAmazon (AWS). Ukholelwa ukuba ukunyuka kwemfuno yabathengi kubukrelekrele bokwenziwa (AI) kunokunyusa i-AWS ukuya kwixabiso leebhiliyoni zeedola ezingama-600 zeedola kwiminyaka elishumi ezayo. Olu qikelelo lubonisa umtsi omkhulu olindelekileyo kwi-130 yeebhiliyoni zeedola kwintengiso ye-2025, njengoko ingxelo yeReuters. Umbono kaJassy ugxininisa amandla okuguqula i-AI kunye nendima yayo ephambili kwixesha elizayo le-computing yefu.
I-AI Engine Driving Unprecedent AWS Growth Ukuzithemba kuka-Andy Jassy kusekelwe ekwamkelweni ngokuqhushumba kwe-AI yokuvelisa kunye nokufunda koomatshini. Amashishini kuwo onke amacandelo ayabaleka ukudibanisa i-AI kwimisebenzi yawo. Oku kudala imfuno enganelisekiyo yamandla amakhulu okubala, isilicon ekhethekileyo, kunye neenkonzo ezilawulwayo ezibonelelwa yi-AWS. Ilifu kuphela kweqonga elinokwenzeka loqeqesho kunye nokusasazwa kwemizekelo yeelwimi ezinkulu (LLMs). I-AWS yenza utyalo-mali ngamandla ukuze ibambe eli gagasi. Ukusuka kwiitshiphusi ze-AI ezifana neTrainium kunye ne-Inferentia ukuya kwintsebenziswano kunye neenkonzo ezilawulwayo ezifana ne-Bedrock, iAmazon yakha isitaki se-AI esibanzi.
UTyalo-mali olungundoqo lwe-AWS ukuThatha iMarike ye-AI Ukufezekisa le njongo ibhongo yeedola ezingama-600 eebhiliyoni, i-AWS iphumeza kumacala amaninzi. Isicwangciso sayo sidlulela ngaphaya kokubonelela ngeziseko ezingundoqo.
I-Silicon yesiko (i-Trainium & Inferentia): Ukuqulunqa ii-chips zayo ze-AI kunciphisa ukuthembela kubaboneleli bangaphandle njenge-Nvidia kwaye inikezela ngexabiso elisebenzayo kwimithwalo yemisebenzi ethile. I-Amazon Bedrock: Le nkonzo ilawulwa ngokupheleleyo inika abathengi ukufikelela kwiimodeli ezisisiseko eziphezulu ukusuka kwi-AI21 Labs, i-Anthropic, kunye ne-Meta, yenza lula uphuhliso lwesicelo se-AI. I-Infrastructure Global Eyandisiweyo: I-AWS iyaqhubeka nokuphehlelela iiNdawo zokuFumana ezintsha kunye nemimandla yasekhaya, izisa ukusetyenzwa kwe-AI ephantsi kufutshane neendawo eziphambili zabathengi kwihlabathi liphela.
Le ndlela inamacala amaninzi iqinisekisa ukuba i-AWS inokusebenzela yonke into ukusuka kuqaliso lokuzama i-AI ukuya kumashishini amakhulu aqhuba i-AI ebaluleke kakhulu ekuqondeni ngokomlinganiselo. Umhlaba okhuphisanayo unoburhalarhume, kunye nabakhuphisana nabo abanjengoMicrosoft Azure kunye neLifu likaGoogle nabo benza ubhejo olukhulu lwe-AI, olukhawulezisa ukwanda kwemarike ngokubanzi. Kwintshukumo ehambelanayo yokukhusela izixhobo ze-AI, i-Nvidia iphinda iqalise ukuvelisa ukuthengiswa kwe-H200 yaseTshayina, i-CEO yayo ithi, igxininisa i-scramble yehlabathi jikelele.
Ukususela kwi-$ 130B ukuya kwi-$ 600B: Ukuhlalutya iNdlela yokuKhula Uqikelelo lukaJassy luthetha isantya sokukhula sonyaka esihlanganisiweyo (CAGR) esinamabhongo kodwa sibonakala sinikwa i-AI catalyst. Ukufikelela kuma-600 eebhiliyoni zeerandi zesantya sonyaka ngo-2036 kuya kufuna i-AWS ngokuqikelelwa ukuba iphindaphinde kane isikali sayo ukusuka kwisiseko esiqikelelweyo sika-2025. Oku kukhula akuyi kuvela "kwi-app ebulalayo" enye. Endaweni yoko, iya kuqhutywa kukudityaniswa okugcweleyo kwe-AI kuwo onke amashishini. Amacandelo afana nokhathalelo lwempilo (lokufunyaniswa kweziyobisi), imali (yokubona ubuqhophololo), kunye nemidiya (ekudaleni umxholo) ngabamkeli kwangoko. Amaza alandelayo azakubandakanya ukwenziwa, ulungiselelo, kunye nokuthengisa.
Imingeni enokubakho kwiNdlela eya kwi-600 yeebhiliyoni zeedola Ngelixa ithuba likhulu, i-AWS kufuneka ijonge imiqobo ebalulekileyo. Ukhuphiswano oluqatha oluvela kwabanye ababoneleli bamafu luya kucinezela imida kwaye lukhuthaze ukuqamba izinto ezintsha. Uphononongo lolawulo malunga nobumfihlo bedatha kunye neenqobo zokuziphatha ze-AI zinokuchaphazela isantya sokusasazwa. Ngaphaya koko, imodeli yezoqoqosho ye-AI isavela. Iindleko ezinkulu zeemodeli zoqeqesho zifuna iindlela zokubeka amaxabiso ngononophelo. I-AWS kufuneka ibonise i-ROI ecacileyo kubathengi bayo ukugcina ukukhula kwexesha elide. Izabelo zezemali zeenkokheli zeshishini kwitekhnoloji ziya zikhula ngokumangalisayo, njengoko kubonwa kwamanye amacandelo apho izibonelelo zerhafu eziphikisanayo zinokukhokelela kumhla wokuhlawula olawulayo ongaphezulu kwe-800 yezigidi zeedola.
Lithetha ukuthini Uqikelelo lukaJassy kwiLifu nakwiTech Landscape Uqikelelo luka-Andy Jassy lwe-AWS yeebhiliyoni ezingama-600 zeerandi lungaphezulu kwenjongo yokuthengisa; yingxelo malunga nekamva lobuchwephesha. Inika umqondiso wokuba iziseko zophuhliso zamafu, ezitshajiswe kakhulu yi-AI, ziya kuba ngundoqo ngakumbi kuqoqosho lwehlabathi. Oku kukhula kuya kukhula, kuphembelele ukuveliswa kwezinto ezintsha kwi-semiconductors, amaziko edatha, kunye nophuhliso lwesoftware. Kumashishini, umyalezo ucacile: Ukwamkelwa kwe-AI kunye nokufuduka kwamafu kunxulunyaniswa ngokungenakuphikiswa kwiimfuno zobuchule. Kubatyali-mali, iqaqambisa ixabiso elikhulu elisadalwa kumaleko welifu. Kwimarike yomsebenzi, ithembisa imfuno eqhubekayo yezakhono kwi-architecture yamafu, idathaisayensi, kunye nobunjineli be-AI.
Isiphelo: Umbono we-AI-Defined Defined I-CEO ye-Amazon u-Andy Jassy uqikelelo lokuba i-AWS inokufikelela kwisantya sentengiso ye-600 yeebhiliyoni zeedola ezixhaswe yi-AI luphawu olunamandla lweminyaka elishumi ezayo. Ibonisa inkolelo esisiseko yokuba i-AI revolution iya kwakhiwa kwilifu. Ngelixa imiceli mngeni ikhona, isikali se-AWS, utyalo-mali, kunye nokuthatheka kwabathengi kukubeka njengeyona nto ikhuphisana nayo ibambe eli zinga lembali. Ugqatso lokuchaza umaleko weziseko zophuhliso lwe-AI luyaqhubeka, kwaye impembelelo yalo kwezoqoqosho iya kuba yinto emangalisayo. Ukuhlala uphambi kweendlela eziphambili zetekhnoloji kunye nokuqonda okuphezulu okuhambisa iimarike, jonga uhlalutyo ngakumbi kwi-Seemless.
