Matt Garman said AWS's AI compute through 2028 is sold out, and AWS will keep capex high and buy 2 million Nvidia GPUs over the next few years.
AWS CEO Matt Garman recently said that AI compute capacity through 2028 is already sold out, that AWS capital expenditure is about $220 billion in 2026 and will stay high next year to meet global enterprise demand, and that AWS has committed to buying 2 million Nvidia GPUs over the next few years.Original (zh)
其AWS部門執行長Matt Garman,日前曾表示至2028年的AI算力已經售鑿,AWS 2026年資本支出約2,200億美元,明年將維持高資本支出,以滿足全球企業的需求,並承諾在未來幾年採購輝達GPU達200萬顆。