Amazon CEO Andy Jassy 称算力缺口将延续到 2028 年之后

Rohan Paul· @rohanpaul_ai · X·2026-10-20 03:21· 1 小时前AI 评分58

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Amazon CEO Andy Jassy 告诉 a16z 联合创始人 Ben Horowitz，Amazon 的算力缺口将延续到 2028 年之后。Ben Horowitz 认为这不同于互联网泡沫，当时网络先于用户建成，而 AI 需求超过所有人的供给能力。完整视频见 All-In Podcast YouTube 频道。

正文 · 原文

Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond 2028

Ben thinks this is not like the dot-com bubble: back then the network was built before there were enough users, while in AI there is more demand than anyone can supply.

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Full video on "All-In Podcast" YouTube channel, (link in comment)

来源：Rohan Paul · x.com