关键字: [亚马逊云科技， 生成式AI， Walltag， 跨境物流企业， Ai应用场景， 智能助理， 物流成本降低， 业务流程优化] 导读 龚建是沃泰克公司的CTO，他在演讲中介绍了亚马逊云科技如何助力跨境物流企业应用AI技术降低成本。他分享了沃泰克公司的跨境物流解决方案，以及 如何利用亚马逊云科技的大模型能力实现智能助理、Type to SQL等AI应用场景，提高物流效率。他还介绍了一个具体案例，通过将AI技术应用于跨境电商 物流环节，实现了降低10%物流成本、5%人工成本、优化采购成本、降低业务风险成本等效果。总的来说，亚马逊云科技的AI技术为跨境物流企业带来了 显著的成本节约和效率提升。 演讲精华 以下是小编为您整理的本次演讲的精华。 根据视频标题"亚马逊云科技助力跨境物流企业AI应用降低10%成本"和视频字幕内容，我将以叙事风格详细阐述该视频的主要内容。确保包含所有关键信 息，并遵循要求获取亚马逊云科技服务相关术语、数据点、比例等内容。最后将给出简要总结。 标题:"亚马逊云科技助力跨境物流企业AI应用降低10%成本"的叙事详解 大家下午好，我是沃泰克CTO龚建。今天很高兴能够受亚马逊云科技的邀请，在 ...

Core Insights - AWS has achieved significant growth in AI and cloud migration, with a notable increase in customer adoption of new technologies and innovations [3][4] - The AI business has reached a multi-billion dollar scale, with AWS contributing significantly through its infrastructure and services [4][5] - The shift towards AI-driven applications is expected to reshape business operations across industries, marking the beginning of a transformative era [4][6] AWS Achievements - AWS has experienced a year of remarkable innovation, particularly in customer-driven AI technology adoption [3] - The company has seen a surge in clients migrating their entire business systems to the cloud, driven by advancements in AI and generative technologies [3][4] AI Business Scale - AWS's AI business has reached a multi-billion dollar scale, with contributions from both its infrastructure services and internal applications [4][5] - The AI technology is being utilized across various aspects of Amazon's operations, enhancing logistics, customer interactions, and product discovery [5] Rise of Inference Economy - The proportion of AI workloads focused on inference is expected to increase significantly, with predictions that 80% to 90% of AI workloads will be inference-based in the long term [6][7] - Inference is becoming an essential component of applications, integrating deeply into user experiences [7][8] Industry Metrics and Innovations - Token generation is emerging as a relevant metric for measuring AI performance, although it has limitations in reflecting actual workload [9][10] - The industry is witnessing a shift in how token metrics are perceived, with a growing recognition of the complexity of AI tasks beyond simple token counts [9][10] Project Rainier - Project Rainier, a collaboration with Anthropic, aims to create a massive computing cluster for training next-generation cloud models, showcasing AWS's commitment to AI advancements [10][11] - The deployment of Tranium Two servers is underway, with promising performance metrics being reported [10][11] Open Ecosystem and Collaboration Strategy - AWS emphasizes the importance of providing customers with diverse technology options, avoiding a binary competition narrative with Nvidia [14][15] - The company is actively expanding its partnerships and ensuring compatibility with various platforms to meet customer needs [17][18] Data Center Expansion - AWS is expanding its data center capacity in Latin America and Europe, with a focus on the upcoming "European Sovereign Cloud" to address data sovereignty concerns [19][20] - The company is committed to enhancing its infrastructure to support growing customer demands across different regions [19][20]

嘉宾：亚马逊全球副总裁、亚马逊云科技大中华区总裁 储瑞松 "AI的发展已经来到一个拐点，我们正处在Agentic AI爆发的前夜。" 文 丨 新浪科技 周文猛 "AI Agent只是单一的某个智能体，Agentic AI 才能比较清楚地描述我们的现状。" 期数：No.76 "今年亚马逊资本支出，将主要用于云和AI基础设施建设。" "在大环境的不确定性下，出海选择对的云要考虑业务策略灵活性。" …… 这一系列的观点，是亚马逊全球副总裁、亚马逊云科技大中华区总裁储瑞松在与新浪科技《科创100 人》独家沟通中，对当前AI发展及企业出海的洞见。 在国内热衷于谈论AI Agent的当下，作为亚马逊云科技大中华区一把手的他却有着更多的克制与理性， 认为Agentic AI 才更能够描述我们当前所处的AI发展环境。 但克制的背后，2025年亚马逊将投资1000亿美元用于云和AI基础设施建设的豪气，也在用实际行动， 为其带领的亚马逊云科技在中国乃至于全球市场发展提供着充足的弹药。 伴随大模型能力的快速提升和使用成本急剧下降，被模型上下文协议（MCP）极大简化了交互及协作 难度的智能体将如何重塑生产力？而储瑞松带领的亚马逊云科 ...

图片来源：Michael Nagle/Bloomberg via Getty Images 亚马逊（Amazon.com Inc.）CEO安迪·贾西表示，随着这家零售和云计算巨头利用AI技术处理更多任 务，他预计公司员工数量在未来几年将会减少。 在周二发给员工的一封邮件中，贾西阐述了他对这项新兴技术将如何改变工作场所的看法。他表示，生 成式AI和AI驱动的软件智能体"必将改变我们的工作方式"。 贾西写道："未来，我们完成某些现有工作所需的人手将会减少，而其他类型工作需要的人手将会增 加。虽然很难确切预知长期最终的净效应如何，但在未来几年，随着我们在全公司范围内广泛应用AI 并从中获得效率提升，我们预计这将导致公司员工总数下降。" 自AI热潮兴起之初，行业内外的担忧之声就不绝于耳，人们担心AI可能会取代人类员工。随着科技公 司推出越来越先进、能够编写代码并代表用户处理在线任务的AI系统，这种担忧更是与日俱增。 Shopify Inc.已告知员工，申请新增岗位需要说明为何AI无法胜任该工作。多邻国（Duolingo Inc.）表示 将"逐步停止"使用承包商来完成AI能够处理的工作。而微软（Microsoft Co ...

Core Insights - The Amazon Cloud Technology China Summit highlighted the emergence of Agentic AI as a focal point for innovation and business transformation in the current uncertain era [3][4] - Amazon Cloud Technology aims to assist Chinese enterprises in expanding globally while leveraging local cloud services to drive business growth and AI innovation [4][11] Group 1: Agentic AI and Business Transformation - The development of AI has reached a turning point, with Agentic AI poised to significantly enhance customer experience, innovate business models, and improve operational efficiency [3][6] - Companies must prepare both management and technology aspects to seize the opportunities presented by the Agentic AI revolution [3][7] - Agentic AI is seen as a key engine for enterprise transformation, enhancing employee productivity and driving business model innovation [6][12] Group 2: Strategic Framework and Implementation - Companies should establish a clear cognitive framework and top-level planning while optimizing organizational processes and upgrading talent structures [7] - Four foundational pillars are essential for companies: security compliance, system resilience, architectural scalability, and technological foresight [7] - A pragmatic strategy for implementation is crucial, including setting realistic expectations and building a robust partner ecosystem [7] Group 3: Infrastructure and Technological Advancements - Amazon Cloud Technology has made significant investments in infrastructure, including the Graviton4 processor, which improves database application performance by 40% and large Java application performance by 45% [8][10] - The company has built a global infrastructure network covering 245 countries and regions, offering over 240 full-stack cloud services [10] - Amazon Cloud Technology provides a leading pre-trained model library and a comprehensive development toolchain to lower the barriers to AI innovation [10] Group 4: Globalization and Local Innovation - Amazon Cloud Technology's "three horizontal and one vertical" service architecture supports Chinese enterprises in navigating compliance risks and technological pressures in global markets [11] - The newly released Agentic AI practice guide offers a comprehensive methodology to help enterprises overcome AI application development bottlenecks [11][12] - The combination of technological empowerment and strategic consulting is driving the evolution of China's AI innovation ecosystem towards greater resilience and sustainability [12]

Core Insights - Companies must prepare three key aspects to maximize the value creation from Agentic AI: unified AI-ready infrastructure, aggregated and governed AI-ready data, and clear strategies with efficient execution [1][2][3] Group 1: AI-Ready Infrastructure - A unified AI-ready infrastructure is essential for companies in the Agentic AI era, with key considerations including security, reliability, flexibility, and technological leadership [1] - Companies should evaluate cloud service providers not only on current technical capabilities but also on their long-term commitment to cloud as a core business and their ability to sustain high levels of investment [1] Group 2: AI-Ready Data - Aggregated and governed AI-ready data is crucial as it represents a strategic asset that can provide differentiated value to companies [2] - The readiness of data determines the potential of Agentic AI "digital employees" in terms of their vision, capabilities, decision-making, and execution effectiveness [2] - Breaking down data silos and effectively aggregating and governing data is necessary to maximize the value creation from Agentic AI [2] Group 3: Strategy and Execution - Companies need to have clear strategies and realistic expectations regarding the value creation from Agentic AI, with a focus on both short-term and long-term impacts [3] - Selecting suitable partners and technology stacks is critical, emphasizing the importance of mainstream, open, secure, and sustainable options that understand the business deeply [3] - Rapid execution of strategies and the ability to iterate and replicate successful practices will enable companies to benefit sooner and achieve sustained leadership in their industries [3]

Canalys （现 并入 Omdia ）的最新 数据显示 ， 2025 年第一季度全球云基础设施服务支出达 909 亿 美元，同比增长 21% 。 企业 逐渐 认识到，部署 AI 应用需重新聚焦云迁移，从而推动云投资持续增 长。云与 AI 基础设施的大规模投入，已成为 2025 年市场发展的关键主题之一。 与此同时，为加速企业 大规模采用 AI ， 领先云 厂 商正加快基础设施优化，尤其通过自研芯片的方式，旨在降低 AI 使用成 本、提升推理效率 。 2025 年第一季度，三大云 厂 商（亚马逊云科技 、微软 Azure 和谷歌云 ）的市 场排名保持不变，合计占据全球云支出的 65% 。三家头部云厂商的云相关支出合计同比增长 24% 。 2025年第一季度，头部云厂商的增长态势出现分化。微软Azure和谷歌云均实现超过30%的同比增长 （尽管谷歌云的增速较上一季度略有放缓），而亚马逊云科技（AWS）增长17%，较2024年第四季度的 19%出现放缓。这一减速主要受到供应侧限制影响，限制了其满足快速增长的AI相关需求的能力。对此， 头部云厂商持续加大对AI基础设施的投资，扩大算力容量，布局长期增长。 整体来看 ...

①华尔街转向看多美股今年表现下一个目标是"小盘股"？ 巴克莱和摩根大通等公司分析师认为美国股市仍有上涨空间，因为预计机构投资者将增加股票配置。尽 管标普500指数已从4月的关税冲击中反弹并接近历史高点，但机构投资者仓位仍偏低。德银策略师预 计，标普500指数年底前将升至6550点，较隔夜收盘还有近8.5%上涨空间。与此同时，华尔街正在经历 一场大规模逼空行情。高盛数据显示，被做空最多的股票自4月低点以来已暴涨42%，过去一个月上涨 16%。此次逼空由宏观数据超预期、利率环境宽松、对冲基金仓位调整以及系统性基金的空头回补推 动。高盛建议投资者关注小盘股的逼空机会，尤其是罗素2000指数。不过，对冲基金杠杆率已升至历史 高位，需警惕过度杠杆带来的风险。另外，投资者需要关注今晚公布的美国消费者价格指数。 评论员许戈：大摩和高盛周一表示，未来美股或有更好的表现，主要依据：首先美国经济有韧性，从最 新的非农就业以及通胀数据看，关税影响并不及市场预期高；其次，大摩认为未来美元可能会降息175 个基点，这也利好美股；与此同时，摩根大通和花旗最近上调了对标普的年末目标位，理由是特朗普贸 易战"最大的风险点"已经过去。个人认为 ...

"在这里，中国商家能更便捷地将优质商品推向非洲市场。非洲企业也能借助平台走向全球，实现互利 共赢。"阿里巴巴速卖通产业带运营中心总经理龚雨盟说，跨境电商已成推动国际贸易创新发展的关键 力量，产业园还将积极开展电商培训、创业孵化等活动，培养一批懂电商、会运营的专业人才，为中非 跨境电商长远发展注入源源不断动力。 亚马逊云科技在中非经贸总部大厦挂牌成立亚马逊云科技出海赋能中心，将依托亚马逊云科技遍布全球 的基础设施、世界领先的云计算和人工智能技术，以及丰富的全球化经验，为湖南本地企业提供全方位 数字化转型和全球业务发展支持。 "依托亚马逊云科技合作伙伴网络，我们将帮助本地企业更好地开拓国际业务，特别是非洲业务。通过 跨境电商、支付、物流等一站式解决方案，降低企业出海门槛，加速其全球化布局。"亚马逊云科技大 中华区专业服务事业部总经理王承华表示，在中非经贸合作数字化转型进程中，云计算、人工智能等新 技术正在发挥越来越重要的作用。 中新网长沙6月10日电 (记者唐小晴)在第四届中国—非洲经贸博览会即将召开之际，中非跨境贸易平台 10日在长沙经开区中非经贸总部大厦正式启动运营。 这个湖南打造的中非经贸深度合作先行区的标 ...

全行业覆盖，探索技术赋能商业创新峰会特别聚焦制造、汽车、零售、金融、游戏、医疗等十大行业，以及企业出海等关键 领域，分享全球生成式AI创新实践案例。亚马逊云科技将展示如何通过AI技术优化业务流程、提升效率，并探索AI驱动的商 业模式变革，为企业提供可落地的数字化转型方案。 开发者赋能：四大板块助力技能跃迁为帮助开发者在生成式AI浪潮中快速成长，峰会设立了"新手启航""技能进阶""架构大 师""极客大赛"四大板块。其中，"1000 AIdea"生成式AI应用开发大赛和"大语言模型挑战赛（LLM League）"备受关注。前者 将评选出基于Amazon Q Developer的AI原生应用，后者则聚焦大模型调优技术，助力开发者打造高效、精准的企业级AI解决 方案。 6月9日消息，2025亚马逊云科技中国峰会将于6月19日至20日在上海世博中心隆重举行。作为全球云计算与AI领域的顶级盛 会，本届峰会将以全球化视野解读前沿技术趋势，并围绕生成式AI的产业落地展开深度探讨，为开发者、企业及行业从业者 提供一场技术与商业创新的思想盛宴。 全球权威专家齐聚，解读生成式AI落地实践峰会将汇聚来自亚马逊云科技纽约、伦敦、巴黎等 ...