Amazon(US:AMZN) Sou Hu Cai Jing·2025-07-01 07:54Core Insights - AWS has experienced significant growth in AI and cloud migration, with many customers rapidly adopting new technologies and moving their entire business systems to the cloud [4][6] - The company anticipates that the proportion of inference workloads in AI will continue to rise, with predictions that 80% to 90% of AI workloads will be inference-based in the long term [5][8] - AWS's AI business has reached a multi-billion dollar scale, driven by customer usage of AWS and internal applications of generative AI technology [6][7] AWS Achievements - AWS has seen remarkable customer innovation and technology adoption over the past year, particularly in the context of AI and generative technologies [4] - The launch of the "European Sovereign Cloud" is expected to create significant market opportunities, addressing customer concerns about data sovereignty [5] AI Workloads and Inference - The shift from training to inference in AI workloads is evident, with inference now surpassing training in usage [10] - AI is becoming an integral part of application development and user experience, making it difficult to quantify the revenue generated by AI-driven applications [9] Industry Indicators and Innovations - Token generation is recognized as a relevant metric, but it is not the sole measure of AI workload, as many models perform extensive computations before generating outputs [11] - Project Rainier, a collaboration with Anthropic, aims to create a massive computing cluster for training next-generation cloud models, showcasing AWS's commitment to innovation [13] Open Ecosystem and Collaboration - AWS emphasizes the importance of providing customers with a variety of technology options, avoiding a binary competition narrative with Nvidia [14][15] - The company is expanding its data center capacity in Latin America, with new regions in Mexico and Chile to meet growing customer demand [18]