美银证券发布最新研报，重点关注了亚马逊旗下云端运算服务（AWS）与OpenAI之间价值380亿美元的算力资源协议。该协议已实时生效，AWS的目标是在2026年底前全面投入运作所有算力。这一合作标志着AI领域算力需求的持续增长，以及AWS在云计算市场中的战略地位。本文将深入分析此次合作对亚马逊的影响，以及AWS未来的发展趋势。 AWS算力扩张的战略意义 此次与OpenAI的合作，是AWS算力扩张的重 ...

美银证券发表研报指，亚马逊旗下云端运算服务(AWS)与OpenAI签署价值380亿美元的运算资源协议，协议实时生效，AWS目标所有算力将于2026年底前全面投入运作。该行认为协议对亚马逊2026年的收入影响较温和，但2027年收入将有规模地增长。该行又认为，是次协议反映AWS算力扩张，将具备优势签订更大规模的云端合约，推动收入增长加速。另外，AWS的双重AI芯片策略，亦可满足客户对于不同效能及成本 ...

Robots & Pencils, an applied AI engineering partner, will attend AWS re:Invent 2025, taking place December 1–5 in Las Vegas, joining global builders and business leaders shaping the future of cloud, ...

Get the edge you need for 2026. Discover the most impactful AWS updates from re:Invent 2025 and learn how to put them to work for your business. Register now to stay ahead!

Investing.com - 美国银行证券将 Amazon.com (NASDAQ:AMZN) 的目标价从272.00美元上调至303.00美元，同时维持对该股的"买入"评级。这一目标价与分析师的广泛共识一致，根据 InvestingPro ...

Amazon Web Services (AWS) has officially activated its Project Rainier supercluster of Trainium2 chips. According to a blog ...

Custom NeuronLink interconnects and EFA fabric enable ultra-low latency across tens-of-thousands of UltraServers ...

Invent:" section of the release dated November 6, 2025 should read: AWS re:Invent: You can find SolarWinds at booth 1380, where three demo stations and refreshments will be available, along with the ...

The answer is that these three innovations were all named winners in the Amazon Web Services (AWS) AI Hackathon Hong Kong. The city-wide competition challenged top tech talents to create ...

One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the ...

Application observability startup groundcover Ltd. today announced the launch of its Observability Migration Tool, a new ...