AI 导读
Amazon CEO Andy Jassy 告诉 a16z 联合创始人 Ben Horowitz，Amazon 的算力已售罄，直到 2028 年之后才会恢复。Ben Horowitz 认为这不同于互联网泡沫，当年网络先建好而用户不足，如今 AI 是需求超过所有人能供应的水平。完整视频在 All-In Podcast YouTube 频道。
推荐理由
原文给出 Amazon 算力售罄至 2028 年之后这一供需信号，可帮助读者判断 AI 基础设施的紧张程度。
正文
Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond 2028
Ben thinks this is not like the dot-com bubble: back then the network was built before there were enough users, while in AI there is more demand than anyone can supply.
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Full video on "All-In Podcast" YouTube channel, (link in comment)
来源：Rohan Paul · x.com