亚马逊云服务AWS的AI增长潜力被严重低估,因与其深度合作的Anthropic的API业务正在为AWS带来显著营收贡献。 9月3日,巴克莱最新分析报告显示,Anthropic与亚马逊AWS的深度合作正为云服务巨头带来显著增长动力,但市场尚未充分认识到这一AI驱动增长的潜力。如果AWS能够保持与Anthropic的训练工作负载合作,该公司有望在第四季度实现超预期的收入增长。 巴克莱分析师估计,...
Source Link亚马逊云服务AWS的AI增长潜力被严重低估,因与其深度合作的Anthropic的API业务正在为AWS带来显著营收贡献。 9月3日,巴克莱最新分析报告显示,Anthropic与亚马逊AWS的深度合作正为云服务巨头带来显著增长动力,但市场尚未充分认识到这一AI驱动增长的潜力。如果AWS能够保持与Anthropic的训练工作负载合作,该公司有望在第四季度实现超预期的收入增长。 巴克莱分析师估计,...
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