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As part of its Amazon partnership, OpenAI plans to develop a new “stateful runtime environment” where OpenAI models will run on Amazon’s Bedrock platform. The company will also expand its previously announced AWS partnership, which committed $38 billion in compute services, by $100 billion. OpenAI has committed to consuming at least 2GW of AWS Tranium compute as part of the deal, and also plans to build custom models to support Amazon consumer products.
。关于这个话题，搜狗输入法2026提供了深入分析
市场担心这种过度建设的现状，最终将导致AI算力过剩，届时整个行业的单位经济学将彻底崩塌，而这一危机，首当其冲影响的就是上游硬件龙头英伟达。
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"Despite the fact that it strained everyone's attention spans, Trump expected everyone to leap to their feet and applaud for him, including the Democrats. And his feelings were very hurt when they didn't," said Meyers.