内容来源：https://aibusiness.com/generative-ai/amazon-to-invest-50b-on-federal-ai-infrastructure

内容总结：

亚马逊旗下AWS公司近日宣布，将在2026年启动一项高达500亿美元的AI基础设施投资计划，专门用于提升美国政府客户的超级计算与人工智能服务能力。这项投资将在其涉密云服务区域新建数据中心，配备先进计算与网络技术，预计新增1.3吉瓦的AI算力。

该计划将使美国联邦机构更便捷地调用AWS全栈AI服务，包括机器学习平台SageMaker、模型部署工具Bedrock、Anthropic Claude大模型系列，并整合英伟达AI基础设施及亚马逊自研Trainium芯片。AWS表示，此举将强化国家安全与科研领域的数字化能力。

行业分析师指出，这是亚马逊在公共科技服务领域的重要战略布局：既是对美国政府今年发布的AI行动计划的响应，也透露出其扩大公共部门市场份额的决心。与此同时，通过推广自研AI芯片，亚马逊有望进一步提升盈利能力。

当前全球政府AI服务市场竞争激烈，微软与谷歌也在持续加大投入。此前OpenAI联合软银等企业启动的"星门"计划、英伟达的全球AI基建投资均显示出行业对政府数字化需求的共同押注。分析师认为，这场竞赛不会出现单一赢家，多极发展格局正在形成。

中文翻译：

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科技供应商正致力于为联邦政府机构建设数据中心等基础设施。亚马逊周一宣布，将斥资高达500亿美元为其美国政企客户扩展AWS云服务的人工智能与超级计算能力。这家云服务商表示，投资将于2026年启动，在AWS绝密级、机密级及政府云服务区域新增总计1.3吉瓦的AI与超算算力，并在这些区域建设配备先进计算与网络技术的数据中心。

此项巨额投资意味着联邦机构将能更广泛地使用AWS服务，包括用于模型训练与定制的Amazon SageMaker、支持模型与智能体部署的Amazon Bedrock、Anthropic Claude生成式AI模型、开源权重模型、英伟达AI基础设施以及亚马逊自研Trainium AI芯片。AWS表示，该投资将助力美国国家安全和科学研究等领域的使命任务。

作为全球头号云服务商，AWS虽在美国政府云服务市场占据显著份额，仍与微软和谷歌持续争夺联邦机构订单。此项新投资承诺的推出，正值另外两家主要云服务商加大AI基础设施投入之际。

亚马逊此项支出计划延续了AI供应商及科技公司对政府机构AI基础设施的投资浪潮，其背后逻辑在于美国AI产业的发展将巩固其全球领先地位。例如年初时，OpenAI与前总统特朗普共同推出的"星门计划"——由软银、OpenAI、MGX和甲骨文联合发起，旨在为OpenAI在美国建设新型AI基础设施筹措5000亿美元资金。

自"星门计划"公布以来，包括AI芯片巨头英伟达在内的其他供应商也纷纷在美国进行重大投资。与此同时，英伟达还在全球范围内布局AI，尤其在英国开展了AI基础设施建设。

未来集团分析师尼克·佩兴斯指出，亚马逊此次计划中的投资是对政府机构AI需求增长的押注。"他们预判联邦机构将对此类基础设施产生强烈需求"，佩兴斯表示，这很可能是对政府AI行动计划的响应。美国政府于今年早些时候发布该项行动计划，将其作为AI政策新导向，聚焦在全球AI竞赛中超越竞争对手的创新速度。

"这是在公共领域争夺市场份额的举措，"佩兴斯分析道，"但也是对公共部门AI能力未来的战略押注。"

Informa TechTarget旗下机构Omdia分析师托尔斯滕·福尔克补充称，这也是亚马逊将其AI芯片推向更广阔市场的策略。"对企业而言，自研芯片应用越广泛，实际使用率越高，其利润率就越可观，也越能向股东证明持续投入研发的合理性。应用场景的拓展将自然推动业务增长。"

佩兴斯指出，亚马逊投资计划中尚未明确的是持续投入周期。虽然这家云巨头将于明年启动支出计划，但具体实施期限仍属未知。

不过佩兴斯认为，正如没有哪个国家能单独赢得全球AI竞赛一样，也不会有某家供应商能垄断企业级AI市场。"不仅在美国，全球多国都涌现出大量投资浪潮。"

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英文来源：

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The vendor is focused on building data centers and other infrastructure for federal government agencies.
Amazon on Monday revealed that it will invest up to $50 billion to expand AI and supercomputing capabilities for AWS cloud services for U.S. government customers.
The cloud provider said the investment will commence in 2026 and will add 1.3 gigawatts of AI and supercomputing capabilities across AWS Top Secret, AWS Secret, and AWS GovCloud regions. The cloud provider will build data centers with advanced compute and networking technologies in those regions.
The massive investment means federal agencies will have increased access to AWS's services, including Amazon SageMaker for training and customization, Amazon Bedrock for model and agent deployment, Anthropic Claude generative AI models, open weight models, Nvidia AI infrastructure, and Amazon's own Trainium AI chips.
The investment will help U.S. missions in sectors such as national security and scientific research, AWS said.
AWS is the top cloud provider globally and holds a significant share of the U.S. government cloud services market, but it still competes with Microsoft and Google for federal agency business. The new investment commitment comes as the two other major cloud providers have stepped up their spending on AI infrastructure.
The Amazon spending plan follows a string of investments by AI vendors and other tech companies in AI infrastructure for government agencies, with the premise that the development of the U.S. AI industry will solidify the country's position as the global leader in AI. For instance, at the start of the year, OpenAI and President Donald Trump introduced the Stargate project, in which Softbank, OpenAI, MGX, and Oracle unveiled a new initiative to secure $ 500 billion for OpenAI to build new AI infrastructure in the U.S.
Since Stargate, other vendors, including AI chip giant Nvidia, have also made major investments in U.S. Meanwhile, Nvidia has invested in AI around the world, notably in the U.K., to build AI infrastructure in that nation.
With this new planned investment, Amazon is betting on the growing need for AI capacity within government agencies, said Nick Patience, an analyst at Futurum Group.
"They are assuming that the federal agencies are going to be demanding this infrastructure," Patience said, adding that this is probably in response to the government's AI action plan. The U.S. government released the action plan earlier in the year as a new approach to AI policy, focusing on innovating faster than competitors in the global AI race.
"It's a play for market share in the public sector," Patience said. "But it's also a bet on the future of public sector AI capabilities.
In addition, it's a way for Amazon to get more of its AI chips into the marketplace, said Torsten Volk, an analyst at Omdia, a division of Informa TechTarget.
"For the companies, the more their own silicon gets used and the more they can use it, the better their margins are and the better they can justify in front of their shareholders to push the developments more," Volk said. "The more use cases they can find, the better it automatically is."
One question the Amazon investment leaves unanswered is how long the vendor plans to invest, Patience said. While the cloud giant will embark on its spending plan next year, it's unclear how long it will last.
However, no single vendor is likely to win the corporate AI race, just as it's unlikely that any single country will emerge as the winner of the global AI race, Patience said.
"There's been a lot of investment not only in the U.S. but also in other countries as well," he said.
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