Amazon.com Inc. (NASDAQ:AMZN) is making significant strides in the artificial intelligence sector, as revealed in its recent earnings call. The company's CEO, Andy Jassy, highlighted its multi-faceted AI approach and the potential impact on the market.
What Happened: Jassy emphasized Amazon's commitment to providing customers with a variety of AI solutions. This approach is central to the company's AI strategy, with a focus on Amazon Web Services.
"There is not one tool to rule the world," Jassy stated, underscoring Amazon's strategy of offering multiple AI solutions.
Central to this strategy is Amazon Bedrock, a service that Jassy claims "has the largest selection of models, the best generative AI capabilities in critical areas like model valuation, guardrails, RAG, and agenting."
Bedrock's recent additions include Anthropic's Claude 3.5 models, which Jassy described as "the best-performing models on the planet," as well as Meta Platforms Inc.'s (NASDAQ:META) Llama 3.1 and Mistral's Large 2 models.
At the application layer, Amazon is seeing strong adoption of Amazon Q, which Jassy called "the most capable generative AI-powered assistant for software development and to leverage your own data." This tool exemplifies Amazon's efforts to make AI accessible and practical for businesses.
While Amazon is developing custom silicon for AI workloads with its Trainium and Inferentia chips, it's important to note that the company maintains "a deep partnership with Nvidia Corp. (NASDAQ:NVDA)." Rather than directly challenging Nvidia, Amazon appears to be complementing its offerings while providing customers with more options.
Why It Matters: The unveiling of Amazon's AI strategy comes amid a series of significant developments for the company. Earlier this year, Tesla Inc. CEO Elon Musk expressed astonishment at the sheer size of AWS, which reported a trailing 12-month revenue of $94.4 billion, surpassing 466 companies in the S&P 500 index.
However, Amazon's recent earnings call also highlighted some challenges. The company reported a decline in average selling prices (ASPs) as consumers shifted towards lower-priced items and everyday essentials. This trend reflects broader economic conditions and changing consumer preferences.
Moreover, Amazon's finance chief, Brian Olsavsky, attributed a disappointing revenue forecast to external factors such as the Paris Olympics and the recent assassination attempt on former President Donald Trump. These events have diverted consumer attention, impacting online shopping activity.
Price Action: At the time of writing, Amazon shares dropped nearly 8.8% to $167.95 in after-hours trading on Thursday. In the regular session, the company's shares were down 1.56% ending at $184.07, according to data from Benzinga Pro.
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This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
正如其最近的财报电话会议所透露的那样,亚马逊公司(纳斯达克股票代码:AMZN)在人工智能领域取得了长足的进步。该公司首席执行官安迪·贾西强调了其多方面的人工智能方法及其对市场的潜在影响。
发生了什么:Jassy强调了亚马逊致力于为客户提供各种人工智能解决方案的承诺。这种方法是公司人工智能战略的核心,重点是亚马逊网络服务。
贾西说:“没有一种工具可以统治世界,” 他强调了亚马逊提供多种人工智能解决方案的战略。
该策略的核心是Amazon Bedrock,Jassy声称该服务 “在模型估值、护栏、RAG和代理等关键领域拥有最多的模型选择和最佳的生成人工智能功能。”
Bedrock最近新增的产品包括Anthropic的Claude 3.5模型,Jassy将其描述为 “地球上表现最好的模型”,以及Meta Platforms Inc.s(纳斯达克股票代码:META)Llama 3.1 和 Mistral 的 Large 2 模型。
在应用层,亚马逊看到Amazon Q的广泛采用,Jassy称其为 “最强大的生成式人工智能助手,用于软件开发和利用自己的数据”。该工具体现了亚马逊为使企业易于使用和实用的人工智能所做的努力。
尽管亚马逊正在使用其Trainium和Inferentia芯片为人工智能工作负载开发定制芯片,但值得注意的是,该公司 “与英伟达公司(纳斯达克股票代码:NVDA)保持着深厚的合作伙伴关系”。亚马逊似乎没有直接挑战Nvidia,而是在补充其产品,同时为客户提供更多选择。
为何重要:亚马逊人工智能战略的公布是在该公司取得一系列重大进展之际发布的。今年早些时候,特斯拉公司首席执行官埃隆·马斯克对AWS的庞大规模表示惊讶。AWS报告称,过去12个月的收入为944亿美元,超过了标准普尔500指数中的466家公司。
但是,亚马逊最近的财报电话会议也凸显了一些挑战。该公司报告称,由于消费者转向价格较低的商品和日常必需品,平均销售价格(ASP)有所下降。这一趋势反映了更广泛的经济状况和消费者偏好的变化。
此外,亚马逊财务主管布莱恩·奥尔萨夫斯基将令人失望的收入预测归因于外部因素,例如巴黎奥运会和最近对前总统唐纳德·特朗普的暗杀企图。这些事件转移了消费者的注意力,影响了在线购物活动。
价格走势:在撰写本文时,亚马逊股价在周四盘后交易中下跌近8.8%,至167.95美元。根据Benzinga Pro的数据,在例会中,该公司的股价下跌了1.56%,收于184.07美元。