Amazon CEO Andy Jassy to everyone talking about AI bubble: I have been following your debate and my answer is ...
Amazon CEO Andy Jassy asserts AI adoption is unprecedentedly fast, surpassing electricity and the internet. He highlights strong demand for AWS AI offerings, noting capacity limits hinder even faster growth. Jassy also emphasizes Amazon's custom chips, like Trainium, are improving economics and performance, with significant customer commitments underpinning substantial capex investments.
Amazon CEO Andy Jassy asserts AI adoption is unprecedentedly fast, surpassing electricity and the internet. He highlights strong demand for AWS AI offerings, noting capacity limits hinder even faster growth. Jassy also emphasizes Amazon's custom chips, like Trainium, are improving economics and performance, with significant customer commitments underpinning substantial capex investments.
