Andy Jassy Touts 'Deep Partnership' With Nvidia, But Amazon Is Doubling Down On In-House Custom Silicon For Price-Conscious Customers
Andy Jassy Touts 'Deep Partnership' With Nvidia, But Amazon Is Doubling Down On In-House Custom Silicon For Price-Conscious Customers
This has led Amazon to invest in its own custom silicon: During the third-quarter earnings call, Amazon.com, Inc. (NASDAQ:AMZN) CEO Andy Jassy underscored the company's dedication to its in-house silicon development, despite acknowledging a "deep partnership" with Nvidia Corporation (NASDAQ:NVDA).
在第三季度業績會上，亞馬遜（NASDAQ:AMZN）首席執行官Andy Jassy強調了該公司對內部硅開發的專注，儘管承認與英偉達公司（NASDAQ:NVDA）存在「深度合作關係」。
What Happened: On Thursday, Jassy acknowledged that while Amazon has a strong partnership with Nvidia for GPUs, customers have expressed a need for better price performance for their AI workloads, especially as they scale up.
發生了什麼：週四，Jassy承認雖然亞馬遜與英偉達在GPU方面有着強大的合作關係，但客戶已表達出對AI工作負載更好價格性能的需求，尤其是隨着規模擴大。
"While we have a deep partnership with Nvidia, we've also heard from customers that they want better price performance on their AI workloads," he said during his opening comments.
「儘管我們與英偉達有密切合作關係，但我們也聽到客戶希望在其AI工作負載上獲得更好的價格性能，」在開場發言時他說。
This has led Amazon to invest in its own custom silicon: Trainium for training and Inferentia for inference.
這促使亞馬遜投資於自己的定製硅芯片：用於培訓的Trainium和用於推理的Inferentia。
"The second version of Trainium, Trainium2 is starting to ramp up in the next few weeks and will be very compelling for customers on price performance," he stated.
「Trainium的第二個版本Trainium2將在未來幾周開始擴大規模，並且在價格性能上對客戶非常具有吸引力，」他說。
The Amazon CEO also highlighted that Amazon Web Services experienced a 19.1% year-over-year growth, reaching an annualized run rate of $110 billion.
亞馬遜首席執行官還強調，亞馬遜網絡服務經歷了19.1%的年度增長，達到了每年1100億美元的年化運營速度。
He cited customer deals with ANZ Banking Group, Booking.com, Capital One, Fast Retailing, Itaú Unibanco, National Australia Bank, Sony, T-Mobile, and Toyota as evidence of AWS's continued success.
他援引了與ANZ銀行集團、Booking.com、Capital One、迅銷、Itaú Unibanco、國家澳大利亞銀行、索尼Mobile和豐田等客戶簽訂的交易，作爲證明AWS持續成功的證據。
"You can look at our partnership with Nvidia called Project Ceiba, where NVIDIA has chosen AWS's infrastructure for its R&D supercomputer due in part to AWS's leading operational performance and security," Jassy said.
「您可以看看我們與英偉達合作的Project Ceiba（西巴計劃），英偉達選擇了AWS的基礎設施用於其研發超級計算機，部分原因是AWS在運營性能和安全性方面處於領先地位，」 Jassy說。
Later while responding to a question, Jassy noted AWS's strong partnership with Nvidia saying, "We tend to be their lead partner on most of their new chips."
後來在回答問題時，Jassy指出，AWS與英偉達有着強大的合作伙伴關係，表示"我們往往是他們大多數新芯片的主要合作伙伴。"
He added, "We were the first to offer H200s in EC2 instances. And I expect us to have a partnership for a very long time that matters."
他補充道："我們是第一個在EC2實例中提供H200的公司。我希望我們的合作伙伴關係能夠持續很長時間，並且具有重要意義。"
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Why It Matters: Last month, Amazon inked a five-year deal with data and AI startup Databricks, which centered around Amazon's Trainium AI chips, offering a less expensive alternative to Nvidia Corp's popular GPUs.
爲什麼重要：上個月，亞馬遜與數據和人工智能初創公司Databricks簽署了一項爲期五年的協議，圍繞着亞馬遜的Trainium人工智能芯片展開，提供了一個比英偉達公司熱門的GPU更爲經濟的替代方案。
Meanwhile, Amazon announced third-quarter net sales of $158.9 billion, reflecting an 11% increase compared to the previous year. This total surpassed the consensus estimate of $157.2 billion from analysts, according to data from Benzinga Pro.
與此同時，亞馬遜宣佈第三季度淨銷售額達1589億美元，比去年同期增長了11%。根據Benzinga Pro的數據，這一總額超過了分析師對1572億美元的共識預期。
The company reported third-quarter earnings per share of $1.43, exceeding the Street consensus estimate of $1.14.
該公司報告的第三季度每股收益爲1.43美元，超過了1.14美元的街頭共識預期。
Price Action: At the time of writing, Amazon shares surged 6.07% to $197.50 in after-hours trading, recovering from a 3.39% drop to $186.19 during the regular trading session.
價格走勢：此時，亞馬遜股價在盤後交易中上漲了6.07%，至197.50美元，從正常交易時段的186.19美元下跌3.39%中恢復過來。
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譯文內容由第三人軟體翻譯。
