DigiTimes· DIGITIMES·· 3 小时前
Amazon 3Q26 财报电话会：AWS 因台积电产能限制选择开售自研 AI 芯片
Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips
事实摘要
AWS 在 2026 年第三季度营收同比增长 39.3%，为近五年来最快增速，也是连续第六个季度加速。Amazon 在 3Q26 财报电话会上称，台积电产能是 AWS 决定开始销售自研 AI 芯片的原因。
原文与核验
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正文 · 原文摘要
Amazon Web Services (AWS) saw its revenue grow 39.3% year-over-year in the third quarter of 2026. That was the cloud unit's fastest pace in nearly five years and its sixth straight quarter of acceleration. Segment sales reached US$46.0 billion, which puts AWS at a US$184 billion annualized run rate. Operating income rose 55% to US$17.8 billion.
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来源：DigiTimes · digitimes.com
所属事件：AWS称因台积电产能限制开售自研AI芯片