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AWS HIKES GPU PRICES AGAIN AS AI DEMAND STAYS STRONG

deitaone 美股公司事件 人工智能
原文 · SOURCE RECORDS
deitaone 10-01 17:55:11 *Walter Bloomberg

AWS HIKES GPU PRICES AGAIN AS AI DEMAND STAYS STRONG AWS will raise reserved GPU compute prices by 15% on October 7, following a 20% increase in July, according to Wells Fargo. It marks the fourth consecutive quarterly increase, with H100/H200 and B200/B300 pricing now up 40–75% YTD. Wells Fargo sees the pricing power supporting AWS revenue acceleration into early 2027 and maintains Overweight on Amazon ($AMZN ) with a $338 target.

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译文 · CHINESE

AWS将于10月7日将预留GPU计算价格上调15%,此前7月已上调20%,据富国银行称。这标志着连续第四个季度上调,H100/H200和B200/B300的价格今年迄今已上涨40–75%。富国银行认为,定价能力将支持AWS营收加速增长至2027年初,并维持对亚马逊($AMZN)的增持评级,目标价338美元。

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