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亞馬遜高管:對(duì)人工智能必須高投入

JASON DEL REY
2025-05-26

安迪?賈西似乎誓要說(shuō)服所有人工智能懷疑論者,。

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圖片來(lái)源:NOAH BERGER/GETTY IMAGES FOR AMAZON WEB SERVICES

5月21日舉行的亞馬遜年度股東大會(huì)毫無(wú)驚喜,。期間,,股東們提出提案,要求公司加大對(duì)業(yè)務(wù)運(yùn)營(yíng)及其影響的監(jiān)督,,并提升其透明度,,但均遭到了投資者的再次否決。

不過(guò),,這場(chǎng)時(shí)長(zhǎng)約一小時(shí)的會(huì)議確實(shí)讓亞馬遜首席執(zhí)行官安迪?賈西有機(jī)會(huì)再次解釋,,為什么公司會(huì)在人工智能基礎(chǔ)設(shè)施和產(chǎn)品方面投入大量資金,而且投資呈現(xiàn)出快速增長(zhǎng)之勢(shì)——該公司主要聚焦于這一領(lǐng)域的資本支出將從去年的780億美元增至2025年的約1000億美元,。

賈西稱當(dāng)前的生成式人工智能環(huán)境是一個(gè)“非常難得的機(jī)會(huì)”,。在開場(chǎng)致辭中,以及在回答一位股東提出的“是否如富國(guó)銀行近期報(bào)告披露的那樣,亞馬遜正在放緩對(duì)人工智能的投資”這一問(wèn)題時(shí),,他列舉了近12個(gè)亞馬遜內(nèi)部使用該技術(shù)的具體案例,。(賈西否認(rèn)了投資放緩的說(shuō)法。)

這位首席執(zhí)行官列舉了生成式人工智能在兩個(gè)領(lǐng)域的應(yīng)用:“成本規(guī)避與生產(chǎn)力”以及 “全新的客戶體驗(yàn)”,。

在第一個(gè)領(lǐng)域,,他提到了公司的核心聊天機(jī)器人客服(已使用生成式人工智能進(jìn)行了重新設(shè)計(jì)),以及幫助亞馬遜賣家加快新商品列表創(chuàng)建速度的生成式人工智能工具,,還有幫助公司更準(zhǔn)確預(yù)測(cè)客戶庫(kù)存需求的工具,。

在第二個(gè)領(lǐng)域,賈西簡(jiǎn)要介紹了一系列面向客戶的產(chǎn)品,,從Rufus購(gòu)物助手到新的Alexa Plus語(yǔ)音助手(該公司上個(gè)月開始向有限的客戶群體推出這款語(yǔ)音助手,,不過(guò)目前很難找到這些新用戶)。這位首席執(zhí)行官還提到了亞馬遜購(gòu)物應(yīng)用程序中人工智能客戶評(píng)論摘要,,以及面向AWS客戶的新產(chǎn)品,,例如Nova基礎(chǔ)模型和該公司的Trainium人工智能芯片。

賈西表示:“我們恰恰認(rèn)為,,人工智能將重塑幾乎所有的客戶體驗(yàn)”,。他指出,那些本著長(zhǎng)遠(yuǎn)眼光來(lái)看待這一轉(zhuǎn)型的股東最終會(huì) “非常高興”,。

在賈西發(fā)表上述言論之前,,他和其他大型科技公司競(jìng)爭(zhēng)對(duì)手的首席執(zhí)行官仍在解釋和辯解,他們?yōu)槭裁醋訡hatGPT問(wèn)世之后兩年多以來(lái)一直在投巨資開發(fā)生成式人工智能消費(fèi)技術(shù)和基礎(chǔ)設(shè)施,。在公開市場(chǎng)的投資者看來(lái),,這個(gè)很多人眼中的歷史性商業(yè)機(jī)遇確實(shí)有其潛力,但這場(chǎng)軍備競(jìng)賽亦在消耗著不菲的資源,,因此每當(dāng)財(cái)報(bào)公布之時(shí),,人們便經(jīng)常會(huì)聽到這種解釋或辯解。

對(duì)于像賈西這樣的首席執(zhí)行官來(lái)說(shuō),,這些解釋不僅是用來(lái)安撫,、教育投資者或激發(fā)他們的興趣,同時(shí)也可以被看作是一種信號(hào),,旨在幫助他們吸引夢(mèng)寐以求的專業(yè)人才,。(財(cái)富中文網(wǎng))

譯者:馮豐

審校:夏林

5月21日舉行的亞馬遜年度股東大會(huì)毫無(wú)驚喜。期間,,股東們提出提案,,要求公司加大對(duì)業(yè)務(wù)運(yùn)營(yíng)及其影響的監(jiān)督,并提升其透明度,,但均遭到了投資者的再次否決。

不過(guò),,這場(chǎng)時(shí)長(zhǎng)約一小時(shí)的會(huì)議確實(shí)讓亞馬遜首席執(zhí)行官安迪?賈西有機(jī)會(huì)再次解釋,,為什么公司會(huì)在人工智能基礎(chǔ)設(shè)施和產(chǎn)品方面投入大量資金,,而且投資呈現(xiàn)出快速增長(zhǎng)之勢(shì)——該公司主要聚焦于這一領(lǐng)域的資本支出將從去年的780億美元增至2025年的約1000億美元。

賈西稱當(dāng)前的生成式人工智能環(huán)境是一個(gè)“非常難得的機(jī)會(huì)”,。在開場(chǎng)致辭中,,以及在回答一位股東提出的“是否如富國(guó)銀行近期報(bào)告披露的那樣,亞馬遜正在放緩對(duì)人工智能的投資”這一問(wèn)題時(shí),,他列舉了近12個(gè)亞馬遜內(nèi)部使用該技術(shù)的具體案例,。(賈西否認(rèn)了投資放緩的說(shuō)法。)

這位首席執(zhí)行官列舉了生成式人工智能在兩個(gè)領(lǐng)域的應(yīng)用:“成本規(guī)避與生產(chǎn)力”以及 “全新的客戶體驗(yàn)”,。

在第一個(gè)領(lǐng)域,,他提到了公司的核心聊天機(jī)器人客服(已使用生成式人工智能進(jìn)行了重新設(shè)計(jì)),以及幫助亞馬遜賣家加快新商品列表創(chuàng)建速度的生成式人工智能工具,,還有幫助公司更準(zhǔn)確預(yù)測(cè)客戶庫(kù)存需求的工具,。

在第二個(gè)領(lǐng)域,賈西簡(jiǎn)要介紹了一系列面向客戶的產(chǎn)品,,從Rufus購(gòu)物助手到新的Alexa Plus語(yǔ)音助手(該公司上個(gè)月開始向有限的客戶群體推出這款語(yǔ)音助手,,不過(guò)目前很難找到這些新用戶)。這位首席執(zhí)行官還提到了亞馬遜購(gòu)物應(yīng)用程序中人工智能客戶評(píng)論摘要,,以及面向AWS客戶的新產(chǎn)品,,例如Nova基礎(chǔ)模型和該公司的Trainium人工智能芯片。

賈西表示:“我們恰恰認(rèn)為,,人工智能將重塑幾乎所有的客戶體驗(yàn)”,。他指出,那些本著長(zhǎng)遠(yuǎn)眼光來(lái)看待這一轉(zhuǎn)型的股東最終會(huì) “非常高興”,。

在賈西發(fā)表上述言論之前,,他和其他大型科技公司競(jìng)爭(zhēng)對(duì)手的首席執(zhí)行官仍在解釋和辯解,他們?yōu)槭裁醋訡hatGPT問(wèn)世之后兩年多以來(lái)一直在投巨資開發(fā)生成式人工智能消費(fèi)技術(shù)和基礎(chǔ)設(shè)施,。在公開市場(chǎng)的投資者看來(lái),,這個(gè)很多人眼中的歷史性商業(yè)機(jī)遇確實(shí)有其潛力,但這場(chǎng)軍備競(jìng)賽亦在消耗著不菲的資源,,因此每當(dāng)財(cái)報(bào)公布之時(shí),,人們便經(jīng)常會(huì)聽到這種解釋或辯解。

對(duì)于像賈西這樣的首席執(zhí)行官來(lái)說(shuō),,這些解釋不僅是用來(lái)安撫,、教育投資者或激發(fā)他們的興趣,同時(shí)也可以被看作是一種信號(hào),,旨在幫助他們吸引夢(mèng)寐以求的專業(yè)人才,。(財(cái)富中文網(wǎng))

譯者:馮豐

審校:夏林

Amazon’s annual shareholder meeting featured no surprises on Wednesday, as investors again rejected all proposals from their peers for the company to provide additional oversight and transparency on their business operations and impact.

But the approximately hour-long meeting did provide a venue for Amazon CEO Andy Jassy to once again made the case for the company’s extraordinary—and fast-growing—investments into artificial intelligence infrastructure and products, with capital expenditures primarily focused on this space to grow to around $100 billion in 2025, up from $78 billion last year.

Calling the current gen AI environment a “very unusual opportunity,” Jassy rattled off nearly a dozen different tangible use cases of the technology inside Amazon, across both his opening remarks as well as in response to a question from a shareholder that asked if Amazon was slowing down its AI investments as some thought a recent Wells Fargo report was indicating. (Jassy denied a slowdown).

The CEO cited gen AI uses across two realms: “cost avoidance and productivity” and “altogether new customer experiences.”

In the first bucket, he referenced the company’s core customer service chatbot, that was rearchitected using gen AI, as well as gen AI tools that help Amazon sellers create new listings quicker, as well as ones that help the company forecast customer demand for inventory more accurately.

In the second bucket, Jassy breezed through a bevy of customer-facing products, from the Rufus shopping assistant, to the new Alexa Plus voice assistant, which the company began rolling out to a limited customer base last month (though these new users are currently hard to find). The CEO also pointed to AI-powered customer review summaries on Amazon’s shopping app, and new products geared toward AWS customers like the Nova foundational model and the company’s Trainium AI chips.

“We happen to believe that virtually every customer experience will be reinvented using AI,” Jassy said. He said that shareholders who see this transformation through over the long term will end up “very happy.”

Jassy’s comments come as he and other rival Big Tech CEOs continue to explain and defend their unprecedented investments into generative AI consumer technologies and infrastructure since ChatGPT burst onto the scene more than two years ago. Such explanations or defenses have become regular occurrences on earnings reports as public-market investors try to balance the potential of what many see as a historic business opportunity with the exceptional resources being poured into this arms race.

For CEOs like Jassy, the explanations not only are designed to appease, educate or excite investors, but also could be seen as signals meant to help attract specialized and coveted talent.

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