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
正如其最近的業績電話會議所透露的那樣,亞馬遜公司(納斯達克股票代碼:AMZN)在人工智能領域取得了長足的進步。該公司首席執行官安迪·賈西強調了其多方面的人工智能方法及其對市場的潛在影響。
發生了什麼:Jassy強調了亞馬遜致力於爲客戶提供各種人工智能解決方案的承諾。這種方法是公司人工智能戰略的核心,重點是亞馬遜網絡服務。
賈西說:“沒有一種工具可以統治世界,” 他強調了亞馬遜提供多種人工智能解決方案的戰略。
該策略的核心是Amazon Bedrock,Jassy聲稱該服務 “在模型估值、護欄、RAG和代理等關鍵領域擁有最多的模型選擇和最佳的生成人工智能功能。”
Bedrock最近新增的產品包括Anthropic的Claude 3.5模型,Jassy將其描述爲 “地球上表現最好的模型”,以及Meta Platforms Inc.s(納斯達克股票代碼:META)Llama 3.1 和 Mistral 的 Large 2 模型。
在應用層,亞馬遜看到Amazon Q的廣泛採用,Jassy稱其爲 “最強大的生成式人工智能助手,用於軟件開發和利用自己的數據”。該工具體現了亞馬遜爲使企業易於使用和實用的人工智能所做的努力。
儘管亞馬遜正在使用其Trainium和Inferentia芯片爲人工智能工作負載開發定製芯片,但值得注意的是,該公司 “與英偉達公司(納斯達克股票代碼:NVDA)保持着深厚的合作伙伴關係”。亞馬遜似乎沒有直接挑戰Nvidia,而是在補充其產品,同時爲客戶提供更多選擇。
爲何重要:亞馬遜人工智能戰略的公佈是在該公司取得一系列重大進展之際發佈的。今年早些時候,特斯拉公司首席執行官埃隆·馬斯克對AWS的龐大規模表示驚訝。AWS報告稱,過去12個月的收入爲944億美元,超過了標準普爾500指數中的466家公司。
但是,亞馬遜最近的業績電話會議也凸顯了一些挑戰。該公司報告稱,由於消費者轉向價格較低的商品和日常必需品,平均銷售價格(ASP)有所下降。這一趨勢反映了更廣泛的經濟狀況和消費者偏好的變化。
此外,亞馬遜財務主管布萊恩·奧爾薩夫斯基將令人失望的收入預測歸因於外部因素,例如巴黎奧運會和最近對前總統唐納德·特朗普的暗殺企圖。這些事件轉移了消費者的注意力,影響了在線購物活動。
價格走勢:在撰寫本文時,亞馬遜股價在週四盤後交易中下跌近8.8%,至167.95美元。根據Benzinga Pro的數據,在例會中,該公司的股價下跌了1.56%,收於184.07美元。