--- title: "亚马逊AWS豪掷逾10亿美元买新思芯片设计蓝图，剑指英伟达" description: "亚马逊云业务AWS签下一份逾10亿美元的多年期协议，购入新思科技的芯片设计蓝图。此前数周，外媒曝出AWS计划把自研AI芯片卖到自家云之外；数天前，其财务高管又称AI业务年化收入已达250亿美元，AI服务器投入不足三年即可回本。" publisher: "The Inference" section: "Deals" published: 2026-10-18T16:18:47.494Z modified: 2026-10-18T16:18:47.494Z canonical: https://theinference.org/article/amazon-s-aws-pays-synopsys-over-1-billion-for-chip-blueprints-to-build-past-nvidia/zh-CN language: zh-CN keywords: "Amazon, AWS, Synopsys, Nvidia, Semiconductors, AI Infrastructure" --- # 亚马逊AWS豪掷逾10亿美元买新思芯片设计蓝图，剑指英伟达 > 亚马逊云业务AWS签下一份逾10亿美元的多年期协议，购入新思科技的芯片设计蓝图。此前数周，外媒曝出AWS计划把自研AI芯片卖到自家云之外；数天前，其财务高管又称AI业务年化收入已达250亿美元，AI服务器投入不足三年即可回本。 9月30日，芯片设计软件公司[新思科技](https://theinference.org/markets/companies/synopsys)与[亚马逊云业务AWS](https://theinference.org/markets/companies/amazon)宣布[达成一项价值逾10亿美元的多年期协议](https://www.msn.com/en-us/money/general/synopsys-amazon-web-services-sign-chip-design-licensing-deal-worth-more-than-1-billion/ar-AA2dj6lC)：AWS将获得新思科技现成芯片设计蓝图的授权。这条产品线最近一个财年为新思科技带来17.5亿美元收入，与授权设计领域的传统龙头[Arm](https://theinference.org/markets/companies/arm)正面竞争[1][2]。AWS将成为该业务中面向应用优化部分的首要客户，相关工作将围绕AWS自研的AI训练芯片Trainium及其服务器处理器Graviton量身定制[3]。付款模式将转为“授权费加版税”：亚马逊芯片出货量越大，新思科技进账越多[3]。 ## 供应商反过来成了云客户 这份合同是双向的：新思科技同意采用AWS的计算、存储服务以及Amazon Bedrock AI平台，这家设计工具厂商由此也成了云客户[1]。两周后的10月12日，[行业通讯Chip Dispatch转述了彭博社的一则报道](https://chipdispatch.com/articles/amazon-explores-selling-custom-ai-chips-to-undercut-nvidia-5772d6cb)：AWS正洽谈把自研训练芯片Trainium、推理芯片Inferentia直接卖给自家云之外的买家，两款芯片均由[台积电](https://theinference.org/markets/companies/tsmc)代工[4]。目前尚无一家美国超大规模云厂商对外出售商品化AI芯片：谷歌自2018年起只以云服务形式出租TPU，[微软](https://theinference.org/markets/companies/microsoft)的Maia芯片则始终留在Azure之内[4]。亚马逊还在另行设法，把[约80亿美元的英伟达加速芯片](https://theinference.org/article/amazon-raises-gpu-rents-15-while-shifting-8-billion-of-chips-off-its-books)移出资产负债表[5]。 ## 资本开支的账单等着回本 *Chart: **两年间，亚马逊季度资本开支从210亿美元升至530亿美元** 亚马逊季度资本开支折线图，自2024年三季度至2026年二季度，从约210亿美元升至约530亿美元* *亚马逊季度资本开支，单位为十亿美元，数据来自亚马逊向美国证监会（SEC）提交的文件；支出以正值显示。 [6]* 亚马逊季度资本开支已从2024年三季度的213亿美元升至2026年二季度的531亿美元[6]。AWS首席执行官马特·加曼在风投机构[a16z](https://theinference.org/markets/companies/a16z)的播客节目中预计，2026年全年支出将接近2200亿美元，并表示Trainium的产能已提前一年售罄[7]。AWS首席财务官约翰·费尔顿[10月16日接受美国新闻网站Axios采访](https://www.msn.com/en-us/money/general/exclusive-amazon-web-services-cfo-says-ai-spending-is-sustainable/ar-AA2eoLUw)时表示，"需求是真实的"：AI业务年化收入超过250亿美元，同比保持三位数增长；AI服务器投入不足三年即可回本；截至二季度，在手订单接近5000亿美元[8][9]。亚马逊首席执行官[安迪·贾西](https://theinference.org/markets/people/andy-jassy)此前表示，Trainium每年可节省数百亿美元资本开支，并可使营业利润率提升数百个基点[3]。 ## 价格未定，客户未签，时间未明 这项对外出售商品化AI芯片的计划，目前没有定价，没有确定客户，也没有上市日期[4]；贾西则坚称，AWS仍是[英伟达](https://theinference.org/markets/companies/nvidia)的重要合作伙伴[3]。站在空方的[Gartner](https://theinference.org/markets/companies/gartner)警告，到2030年，超过3.5万亿美元的AI基础设施支出可能面临减值[8]。[亚马逊将于10月29日召开三季度财报电话会议](https://finance.yahoo.com/markets/stocks/articles/amazon-com-webcast-third-quarter-200100913.html)[10]，届时值得细读的，一是资本开支，二是管理层就英伟达问题作何表态[5]。租客，如今开始买地了。 ## Takeaway 正当亚马逊季度资本开支攀上530亿美元、Gartner警示3.5万亿美元减记风险之际，AWS用这笔10亿美元的新思交易，买下了把Trainium芯片带出自家云的蓝图。 ## Sources 1. [Reuters (via MSN), Stephen Nellis: Synopsys, Amazon Web Services sign chip design licensing deal worth more than $1 billion, 30 September 2026](https://www.msn.com/en-us/money/general/synopsys-amazon-web-services-sign-chip-design-licensing-deal-worth-more-than-1-billion/ar-AA2dj6lC) 2. [24 ore: Synopsys and AWS sign deal worth over $1 billion for chip design licensing, 16 October 2026](https://24-ore.com/en/synopsys-and-aws-sign-deal-worth-over-1-billion-for-chip-design-licensing/) 3. [Benzinga (via Yahoo Finance): Amazon Signs $1 Billion Synopsys Deal as AWS Steps Up Nvidia Challenge, 30 September 2026](https://finance.yahoo.com/technology/ai/articles/amazon-signs-1-billion-synopsys-193319799.html) 4. [Chip Dispatch, Rebecca Stone: Amazon Pushes Custom AI Chips to Challenge Nvidia's Market Grip, 12 October 2026](https://chipdispatch.com/articles/amazon-explores-selling-custom-ai-chips-to-undercut-nvidia-5772d6cb) 5. [Chip Dispatch, Grace Kim: Amazon Seeks to Move $8B of Nvidia AI Chips Off Its Books, 2 October 2026](https://chipdispatch.com/articles/amazon-seeks-to-move-8b-of-nvidia-ai-chips-off-its-books-227e78d5) 6. [Amazon, quarterly figures from its SEC filings, retrieved 18 October 2026](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001018724) 7. [Crypto Briefing: AWS CEO Matt Garman defends AI spending with a spread-out customer base, 8 October 2026](https://cryptobriefing.com/aws-matt-garman-ai-investments-customers/) 8. [Axios (via MSN), Nathan Bomey: Exclusive: Amazon Web Services CFO says AI spending is sustainable, 16 October 2026](https://www.msn.com/en-us/money/general/exclusive-amazon-web-services-cfo-says-ai-spending-is-sustainable/ar-AA2eoLUw) 9. [X, @pequityresearch: AWS CFO John Felton on Amazon's capex spend, 16 October 2026](https://x.com/pequityresearch/status/2111212449785413899) 10. [Business Wire (via Yahoo Finance): Amazon.com to Webcast Third Quarter 2026 Financial Results Conference Call, 15 October 2026](https://finance.yahoo.com/markets/stocks/articles/amazon-com-webcast-third-quarter-200100913.html) --- 亚马逊AWS豪掷逾10亿美元买新思芯片设计蓝图，剑指英伟达 — The Inference. Canonical: https://theinference.org/article/amazon-s-aws-pays-synopsys-over-1-billion-for-chip-blueprints-to-build-past-nvidia/zh-CN