亚马逊：AWS 与 OpenAI 合作协议的五大要点
2026-03-03 03:13
March 1, 2026 11:47 PM GMT 1) More confidence in AWS growth and durability, raise AWS '26/'27 growth to 29%/32%. 2) AWS growth slope remains driven by capacity and yield math shows upside. 3) Further Trainium validation/help. 4) AWS's multi-model strategy expands. 5) Agentic: On platform but not horizontal. $300 PT, OW What Happened? Last Friday, AMZN and OpenAI announced a new multi-year strategic partnership, with AMZN committing to invest ~$50bn in OpenAI ($15bn initially, with the remaining $35bn to be ...