Amazon CEO Andy Jassy:算力短缺将持续到 2028 年之后
Amazon CEO 亲口说算力不够用到 2028 年后,Ben Horowitz 还解释了为啥这次不是互联网泡沫,去听听原话。
Amazon CEO Andy Jassy 在 All-In Podcast 上告诉 a16z 联合创始人 Ben Horowitz,Amazon 的算力供应紧张将持续到 2028 年之后。Ben Horowitz 认为这与 2000 年前后的互联网泡沫不同:当年网络先建好、用户不足,而现在 AI 的需求大于任何一方的供给能力。该访谈完整视频发布在 All-In Podcast 的 YouTube 频道。
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.
---- Full video on "All-In Podcast" YouTube channel, (link in comment)