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Investors love AI, as long as you’re a cloud host

#ai#amazon#cloud computing#investors#earnings

English

Investors are favoring cloud hosting companies like Amazon, which reported a 37% increase in AWS revenue, despite rising capital expenditures. This trend highlights a growing skepticism towards AI labs and startups, as their sustainability remains uncertain in the face of fluctuating demand for AI services.

中文

投资者青睐云托管公司，如亚马逊，尽管其资本支出上升，AWS收入增长37%。这一趋势凸显了对AI实验室和初创公司的日益怀疑，因为在AI服务需求波动的情况下，其可持续性仍不确定。