亚马逊计划大幅增加AI支出

新闻 · 发表于 2026-2-7 03:07

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作者：微信文章
一、外刊原文及翻译

原文 1：亚马逊AI支出计划

Amazon.com shares fell sharply in after-hours trading after the technology giant unveiled plans for a nearly 60% increase in its AI-related spending and reported growth in its cloud-computing unit that was slower than rivals.

翻译：
科技巨头亚马逊公布计划将人工智能相关支出增加近60%，并报告其云计算部门增长速度低于竞争对手，盘后交易中亚马逊股价大幅下跌。

原文 3：投资者的担忧

The results underscore investor angst about artificial intelligence spending increases. Microsoft, Meta Platforms, Google, Amazon and Oracle, which are all scrambling to build and finance data centers due to a surge in AI-related computing demands, collectively plan to spend more than $700 billion in 2026, according to the companies and analyst projections.

翻译：
这些结果突显了投资者对人工智能支出增加的担忧。微软、Meta平台、谷歌、亚马逊和甲骨文等公司都在争相建设和资助数据中心，以满足人工智能相关计算需求的激增，根据这些公司和分析师的预测，它们计划在2026年总共支出超过7000亿美元。

原文 4：支出预算对比

That is close to the 2026 spending budget for Japan and exceeds those of Germany and Mexico.

翻译：
这一数字接近日本2026年的支出预算，并超过了德国和墨西哥的支出预算。

原文 5：股东的反应

Shareholders have responded unevenly to spending increases, rewarding Meta and Google due to positive improvements in advertising and other businesses and punishing Microsoft and Amazon for not increasing their AI-related businesses quickly enough.

翻译：
股东对支出增加的反应不一，Meta和谷歌因广告和其他业务取得积极进展而受到奖励，而微软和亚马逊则因未能足够快地增加其人工智能相关业务而受到惩罚。

原文 6：数据中心支出与收入增长

With spending on data centers outpacing growth in revenue, investors are concerned that technology companies are spending too quickly. Amazon says the company is selling data-center capacity as fast as it can bring them online and believes the demand is long term.

翻译：
由于数据中心支出超过收入增长，投资者担心科技公司支出过快。亚马逊表示，公司正在以最快的速度上线数据中心容量并出售，并认为需求是长期的。

原文 7：亚马逊高管的信心

“We have confidence that these investments will yield strong returns,” said Amazon Chief Executive Andy Jassy.

翻译：
“我们有信心这些投资将带来丰厚回报，”亚马逊首席执行官安迪·贾西表示。

原文 8：科技公司的AI军备竞赛

The Amazon results capped a stunning week for tech companies that outlined the contours of a chaotic AI arms race that will continue to reverberate through markets in unexpected ways.

翻译：
亚马逊的业绩为科技公司动荡的一周画上了句号，这些公司概述了一场混乱的人工智能军备竞赛的轮廓，这场竞赛将继续以意想不到的方式在市场中回荡。

原文 9：软件公司的抛售

Software companies as wide-ranging as Salesforce and Workday faced a selloff after startup Anthropic released new AI tools that appear poised to compete with a range of existing IT products and services.

翻译：
在初创公司Anthropic发布新的AI工具后，Salesforce和Workday等范围广泛的软件公司面临抛售，这些新工具似乎准备与一系列现有的IT产品和服务竞争。

原文 11：成本削减措施

The company has sought to cut costs, laying off another 16,000 staffers and closing underperforming businesses.

翻译：
该公司已寻求削减成本，裁员16000人并关闭表现不佳的业务。

原文 12：AWS收入增长

Revenue from Amazon Web Services rose 24% to $35.6 billion from a year earlier. Microsoft said last week that its Azure cloud business grew 39% in the fourth quarter, but it warned growth was hampered by the limited supply of hardware needed for AI.

翻译：
亚马逊网络服务（AWS）的收入同比增长24%，达到356亿美元。微软上周表示，其Azure云业务在第四季度增长了39%，但警告称，人工智能所需硬件的供应有限阻碍了增长。

原文 13：谷歌云业务收入

Google parent Alphabet said Wednesday its cloud business brought in nearly $18 billion in revenue, a 48% increase from the previous year.

翻译：
谷歌母公司Alphabet周三表示，其云业务收入近180亿美元，比上一年增长48%。

原文 14：亚马逊的自信

Amazon has said its business is growing at its fastest rate in years and that its data-center business is larger than rivals. The company has said comparing growth rates alone isn’t an indicator of Amazon’s standing in the industry.

翻译：
亚马逊表示，其业务正以多年来最快的速度增长，其数据中心业务规模超过竞争对手。该公司表示，仅比较增长率并不能说明亚马逊在行业中的地位。

原文 15：对亚马逊的审查

The billions of dollars being spent on data centers by tech companies has led to increased investor scrutiny on companies like Amazon that sell space in data centers to AI businesses. Any slowdown in cloud-computing growth would fuel concern that the AI boom could become a bubble.

翻译：
科技公司花费数十亿美元建设数据中心，导致投资者对亚马逊等向人工智能企业出售数据中心空间的公司加强审查。云计算增长的任何放缓都将加剧人们对人工智能热潮可能成为泡沫的担忧。

原文 16：亚马逊对OpenAI的投资

Amazon is in talks to invest up to $50 billion in OpenAI, according to people familiar with the matter.

翻译：
据知情人士透露，亚马逊正在就向OpenAI投资高达500亿美元进行谈判。

原文 17：AI部门调整

In December, Amazon shook up its AI unit as it seeks to accelerate its development of AI services. Rohit Prasad, who had led its AI efforts, was succeeded by Peter DeSantis, a nearly 30-year veteran of Amazon who launched some of its most important cloud-computing services.

翻译：
12月，亚马逊调整了其人工智能部门，以加速人工智能服务的开发。领导其人工智能工作的罗希特·普拉萨德（Rohit Prasad）由彼得·德桑蒂斯（Peter DeSantis）接任，后者是亚马逊近30年的老员工，推出了该公司一些最重要的云计算服务。

原文 18：对AI服务的期望

Amazon now hopes DeSantis will deliver AI services and custom chips to customers more quickly.

翻译：
亚马逊现在希望德桑蒂斯能更快地向客户交付人工智能服务和定制芯片。

原文 19：其他领域的削减

Amazon has cut back in other areas, most notably among its white-collar workforce. It announced another round of layoffs in January, bringing the total number of job cuts to around 30,000 since October, or about 10% of its corporate workforce.

翻译：
亚马逊在其他领域进行了削减，最明显的是其白领员工。该公司1月份宣布了另一轮裁员，自10月以来裁员总数达到约3万人，约占其企业员工总数的10%。

原文 20：业务调整

Amazon recently said it was shutting down its Fresh and Go grocery stores, after failing to win over enough customers. The company said it would focus on expanding its network of Whole Foods Market stores and building more warehouses to offer same-day grocery delivery.

翻译：
亚马逊最近表示，由于未能赢得足够多的客户，将关闭其Fresh and Go杂货店。该公司表示将专注于扩大其全食超市（Whole Foods Market）门店网络，并建设更多仓库以提供当日杂货配送服务。

原文 21：Amazon One服务的削减

The company also said it was cutting back on its Amazon One service that allowed people to pay with their palm print. The system will no longer be available at retail stores as of June 6, although the service will continue at clinics.

翻译：
该公司还表示将削减其允许人们使用掌纹支付的Amazon One服务。从6月6日起，该系统将不再在零售店提供，尽管该服务将在诊所继续提供。

原文 22：核心电商业务的扩张

Amazon’s core e-commerce business continued to expand despite increased competition and concerns about consumer spending power.

翻译：
尽管竞争加剧且对消费者购买力存在担忧，亚马逊的核心电子商务业务仍在继续扩张。

原文 23：贾西对消费者支出的看法

Jassy has said people continue to shop for everyday essentials and the company’s expanded same-day grocery-delivery service is proving to be popular. Consumers “continue to spend,” Jassy said in an interview with CNBC at the World Economic Forum in Davos. “I see people a little bit more hesitant on the higher priced discretionary items.”

翻译：
贾西表示，人们仍在继续购买日常必需品，且公司扩大的当日杂货配送服务正受到欢迎。贾西在世界经济论坛达沃斯接受CNBC采访时表示，消费者“仍在继续消费”，“我看到人们对价格较高的非必需品有点犹豫。”

二、重点词汇讲解

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