这场调整来得并不突然。当硅谷巨头们纷纷在自研大模型上砸下重金时，亚马逊却选择了一条截然不同的路——收缩战线，集中火力。据Insider援引知情人士消息，亚马逊正对其AI战略进行重大调整，暂停了大部分自研Nova系列大模型的积极开发。受影响的包括旗舰级Nova Premier和Omni模型、Reel视频生成模型以及Canvas图像生成器，这些模型已被转至“维护模式”，仅服务于现有客户。在此之前，亚马逊已裁减了通用人工智能（AGI）部门的部分人员，并关闭了2024年收购Adept后成立的AGI实验室。这一系列动作暗示，即便财力雄厚，也深知“广撒网”不如“精准打击”。
According to Insider, citing insiders, Amazon is making significant adjustments to its AI strategy, halting the active development of most of its in-house Nova series large models. This reduction covers the flagship Nova Premier and Omni models, the Reel video model, and the Canvas image generator; these models have been moved into “maintenance mode,” serving only existing customers. Previously, Amazon had already laid off staff in its AGI department and shut down the AGI lab established after acquiring Adept in 2024.
Although it has scaled back its first in-house product lines, Amazon has not exited the competition for top-tier AI. Currently, R&D resources are fully redirected to the cutting-edge model research team led by Peter Abeles (who joined through the acquisition of robot startup Covariant). A new foundational model is expected to be officially announced at this year’s re:Invent conference. An Amazon spokesperson emphasized that AI models remain one of the company’s most core projects. At the same time, as one of the largest supporters of Anthropic and OpenAI, its related investments may have exceeded $10 billion.
值得玩味的是，亚马逊并未彻底退出顶级AI竞赛，而是将研发资源悉数转向由Peter Abeles领导的尖端模型研究团队——这位科学家正是通过收购机器人初创公司Covariant加入的。新基础模型预计将在今年的re:Invent大会上正式发布。亚马逊发言人也强调，AI模型仍是公司最核心的项目之一。与此同时，作为Anthropic和OpenAI的最大金主之一，亚马逊的相关投资可能已超过100亿美元。这种“内部收缩、外部押注”的双轨策略，既规避了自研道路上的试错风险，又通过投资牢牢绑定了最前沿的技术生态。从行业视角看，这一调整标志着科技巨头正从“多线作战”转向“集中资源打造单一顶尖模型”，在强化云生态和外部投资的同时，试图通过技术突破重塑自己在AI战场上的身位。
