云业务猛增20%！亚马逊的AI豪赌与史上大裁员

Core Viewpoint - Amazon's Q3 performance exceeded Wall Street expectations, with significant growth in revenue and net profit, particularly in its cloud business, which saw its highest growth rate in nearly three years [2][7][11]. Financial Performance - Amazon reported Q3 net revenue of $180.17 billion, a 13% year-over-year increase, surpassing the expected $177.82 billion [7]. - The company's operating income was $17.4 billion, flat year-over-year, while net income reached $21.2 billion, translating to earnings per share of $1.95, exceeding the forecast of $1.57 [7]. - The North America segment's sales grew by 11% to $106.3 billion, with operating income of $4.8 billion, which would have been $7.3 billion without special expenses [9]. - The international segment's sales increased by 14% to $40.9 billion, with an operating income of $1.2 billion [9]. - AWS (Amazon Web Services) sales rose by 20% to $33 billion, exceeding analyst expectations and marking the highest growth rate since 2022 [9][11]. Future Guidance - Amazon raised its Q4 revenue guidance to between $206 billion and $213 billion, with an expected growth of 10% to 13% compared to Q4 2024 [12]. - Operating income for Q4 is projected to be between $21 billion and $26 billion, compared to $21.2 billion in Q4 2024 [12]. - The company anticipates full-year capital expenditures of around $125 billion, higher than analyst predictions [12]. Strategic Initiatives - Amazon is heavily investing in AI infrastructure, which is driving growth across its business segments [3][11]. - The company plans to continue increasing capital expenditures next year, focusing on AI projects [12]. Workforce Changes - Amazon announced plans to cut 30,000 jobs, representing nearly 10% of its workforce, as part of cost-cutting measures, with an associated severance cost of $1.8 billion [14].