摩根士丹利最新研报指出，作为亚马逊向该人工智能公司投资约500亿美元协议的一部分，OpenAI承诺在亚马逊云服务上追加1000亿美元支出的举动，显著增强了市场对AWS增长前景的信心。分析师预计，OpenAI今年将逐步增加支出规模，并于2027年进入加速阶段，这将推动AWS单季度营收从2027年第一季度的50亿美元攀升至第四季度的80亿美元。基于此，该机构将AWS今年增速预期从26%上调至29%，2027年增速预期从25%大幅提升至32%。不过报告同时强调，AWS的增长仍取决于其数据中心产能的持续释放能力，当前该业务仍面临产能瓶颈的制约。
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