Rohan Paul (@rohanpaul_ai) · 2026/10/20 03:21:59
亚马逊 CEO 称算力短缺将持续至 2028 年后
出处作者 / 发布主体：Rohan Paul (@rohanpaul_ai)原标题：Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond...
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核心综述
亚马逊 CEO Andy Jassy 表示公司算力资源已耗尽，预计短缺状态将延续至 2028 年以后。a16z 联合创始人 Ben Horowitz 认为这与互联网泡沫不同，当前 AI 领域的需求远超供给能力。
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Rohan Paul (@rohanpaul_ai) · 2026-10-19 19
Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond 2028
Ben thinks this is not like the dot-com bubble: back then the network was built before there were enough users, while in AI there is more demand than anyone can supply.
Full video on "All-In Podcast" YouTube channel, (link in comment)
