자본시장 · 리포트
On its Q3 2026 earnings call, Amazon CEO Jassy said Bedrock could become as big as EC2, while AWS growth and AI spending were highlighted.
Jassy's comment that Bedrock could rival EC2 signals that hyperscalers expect managed model services to become a core revenue pillar, supporting continued AI capex.
업계 전문지Slicast · 2026년 10월 30일 13:44 UTC · 미국 · 출처: CRN
중요도 70