今日主播孙亚军：

　　中东能源基础设施受损严重，即便美以伊停火，能源供应恢复正常，也没那么简单。美国石油业巨头埃克森美孚公司近日披露，中东战事影响下，其石油和天然气业务受严重冲击，一季度全球产量损失了6%。

　　埃克森美孚在声明中称，其位于卡塔尔的液化天然气设施遭导弹袭击而受损，约占其总产量的3%，修复此次损坏需要较长时间。卡塔尔方面估计，该设施受损，将导致每年损失约200亿美元收入，修复可能需要三到五年时间。

　　国际能源署估计，中东地区超40处关键能源资产遭到不同程度破坏，构成有史以来最大的能源供应干扰。大型石油公司高管也警告称，金融市场低估了中东战事对能源供应的冲击程度。多家金融机构预测，国际油价短期内难以回落到冲突前水平，市场需关注霍尔木兹海峡通行和中东基础设施的恢复状况。

　　这表明，全球能源供应短缺和油价高企短期内很难彻底扭转，全球经济的“压力测试”仍将持续。

　　更多资讯请看今日双语“外企头条”↓

　　亚马逊芯片业务年营收突破200亿美元

　　Amazon's Chip Business Annual Revenue Exceeds $20 Billion

　　据外媒报道，当地时间4月9日，亚马逊首席执行官安迪·贾西发布年度致股东信，他再次向投资者阐述，公司在人工智能（AI）领域的大规模投资是值得的。

　　According to foreign media reports, on April 9 local time, Amazon CEO Andy Jassy released his annual shareholder letter and once again made the case to investors that the company's huge investments in artificial intelligence are worthwhile.

　　贾西在信中表示，公司在这件事上不会采取保守策略，公司的未来业务、营业利润以及自由现金流都将因此大幅增长。

　　Jassy stated in the letter that the company will not adopt a conservative strategy in this matter, and the company's future business, operating profit, and free cash flow will all increase significantly as a result.

　　今年2月，亚马逊披露预计2026年资本支出约为2000亿美元，绝大部分将用于AI基建。这一支出规模超过所有科技同行，较去年增长接近60%。

　　The company disclosed in February that it expects to spend roughly $200 billion this year on capital expenditures, with the lion's share going toward AI infrastructure. That's more than any of its tech peers, and a nearly 60% increase from last year.

　　由于投资者质疑公司激进的AI支出计划，并对投资回报周期越发缺乏耐心，年初以来亚马逊股价表现不佳。

　　Amazon shares have struggled so far this year as investors question the company's aggressive AI spending plans and grow increasingly impatient about when the investments will pay off.

　　谷歌扩大与英特尔在AI芯片领域的合作

　　Google Expands Partnership with Intel for AI Chips

　　据外媒报道，谷歌已承诺在其人工智能数据中心采用多代英特尔中央处理器，这是对双方现有合作的进一步拓展。

　　According to foreign media reports, Google has committed to using multiple generations of Intel central processing units in its artificial intelligence data centers, an expansion of an existing partnership.

　　双方并未披露财务条款，也未提供协议的实施时间表。

　　No financial terms were disclosed, nor did the companies provide a timeline for the agreement.

　　该协议达成之际，中央处理器（CPU）正成为人工智能竞赛下一阶段的核心焦点。

　　The deal lands as the CPU takes center stage in the next phase of the AI race.

　　在4月9日的公告中，谷歌与英特尔还重申双方正合作开发另一类芯片——基础设施处理器（IPU），两家公司自2022年起便已开展该项目。

　　As part of announcement on April 9, Google and Intel reiterated that they're collaborating on another type of chip, the infrastructure processing unit, or IPU, which the two companies have worked on together since 2022.

　　来源/经济日报微信

　　主播/孙亚军

　　双语/朱琳

　　编辑/李璐亚

　　校对/王俊杰

作者：经济日报