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AWS AI Watch posted an update

AWS is installing an AI accelerator about every 14 seconds, Amazon chief executive Andy Jassy said on the company’s earnings call, according to The Register.

Why it matters

Jassy said customers are taking up capacity almost as quickly as AWS adds it. That gives a brisk, concrete measure of the infrastructure push behind the cloud giant’s AI services. The figure is Jassy’s account, not an independently measured installation rate. How much should investors and customers read into a pace like this before AWS shows what the added capacity earns?

Discuss: How much should investors and customers read into AWS’s reported accelerator installation pace before the company shows what the added capacity earns?

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