又一家巨头，抢购GPU

Core Viewpoint - Amazon Web Services (AWS) is expanding its global data center network and improving access to Nvidia AI chips to maintain its competitive edge in the rapidly growing cloud infrastructure market [1][2]. Group 1: Expansion and Market Position - AWS has opened new data centers in Mexico and is constructing facilities in Chile, New Zealand, Saudi Arabia, and Taiwan to enhance its geographical reach [1][3]. - Despite holding a 29% market share, AWS's year-on-year growth rate of 17% lags behind Microsoft Azure's 21% and Google Cloud's 28% [1][2]. Group 2: AI Demand and Infrastructure Challenges - The demand for AI services is driving significant revenue growth, with AWS focusing on increasing the supply of Nvidia GB200 chips due to strong demand [1][2]. - Goldman Sachs projects that AI will increase global data center power demand by 165% by 2030, with AI workloads expected to account for 27% of total data center power consumption [2][3]. Group 3: Infrastructure Adaptation - The high power density of AI workloads is necessitating changes in data center design, with more companies adopting liquid cooling technologies to manage heat from densely packed AI processors [3]. - AWS is transitioning from leasing existing facilities to building dedicated data centers with specialized substations to meet the unique requirements of AI computing [3]. Group 4: Regulatory and Localized Needs - AWS's expansion strategy addresses growing data sovereignty requirements and aims to reduce latency for emerging market customers by diversifying its infrastructure across various regions [3]. - This approach aligns with AWS's established practice of organizing infrastructure into regions with multiple availability zones, ensuring redundancy and compliance with local regulations [3].