文 |一千二百字过去很长一段时间,AWS都是亚马逊的核心利润部门,但随着生成式AI背景下持续不断的庞大资金投入,它的利润贡献占比呈现出一定的弱化。数据体现在亚马逊刚刚发布的二季度财报中。当季AWS的经营利润同比增速为10%,去年同期曾高达72%;当季AWS的经营利润为101.6亿美元,经计算,它对亚马逊整体经营利润的贡献为53%,已基本降至一半,而仅在一年前的2024Q2,AWS的利润贡献为64%...
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