Project Rainier核心数据中心已全面投入运行,亚马逊的“AI转折点”出现?

华尔街见闻
Nov 02

亚马逊AWS建造的Project Rainier核心数据中心已全面投入运行,目前正在为Anthropic训练Claude大模型。该系统部署了近50万颗Trainium 2芯片(预计年底翻番至100万颗),是全球最大的AI训练计算机之一。这意味着亚马逊的AI基础设施扩张正从战略布局转向产能兑现。大摩预计,AWS未来两年收入增速将分别达到23%与25%,而据美银预测,仅Anthropic就可能在...

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