首页 500强 活动 榜单 商业 科技 商潮 专题 品牌中心
杂志订阅

亚马逊零售网站频繁崩溃,原因竟与AI有关

Eva Roytburg
2026-04-08

AI减轻工作负担的承诺并未兑现,至少对留任员工及其管理的系统而言是如此。

文本设置
小号
默认
大号
Plus(0条)

据《金融时报》报道,亚马逊零售网站在一周内发生了四次高危故障。图片来源:Cravetiger—Getty Images

亚马逊(Amazon)将每周例行的零售技术会议调整到周二,以排查零售网站频繁崩溃的原因。据《金融时报》(Financial Times)报道,事件的真相被记录在内部文件中,随后又被火速删除:问题根源,正是亚马逊自身的AI项目。

在短短一周内,亚马逊零售网站发生了四次高危故障,包括上周四持续六小时的系统崩溃,期间消费者无法进入结账页面,也无法查看账户信息和商品价格。此次会议由负责亚马逊电子商务基础业务的高级副总裁主持,旨在“深度剖析”故障根源。据《金融时报》报道,问题恰恰出在亚马逊一直要求工程师使用的AI工具上。

一份为本次会议准备的内部文件,最初将“生成式AI辅助的变更操作”列为自第三季度以来一系列故障的诱因。《金融时报》查阅了该文件的前后两个版本,证实相关表述在会议召开前被删除。

亚马逊对相关报道予以反驳。该公司在博客中称,仅有一起事故与AI工具有关,“所有事故均不涉及AI生成的代码”,事故原因是“一名工程师采纳了AI智能体基于过时内部维基百科内容得出的错误建议”。亚马逊还向《财富》杂志表示,这场会议是每周例行的运营复盘会,并非紧急会议。该公司同时澄清,网传将对使用AI工具的工程师增设审批要求的说法并不属实,且亚马逊云科技(AWS)与所有事故均无关联。

亚马逊的发言人告诉《财富》杂志:“作为常规业务流程,我们会在会议中复盘网站与应用的可用性,以推动持续优化改进。”

美国消费者新闻与商业频道(CNBC)获取并曝光的内部文件,却表明另有隐情。亚马逊电子商务基础业务高级副总裁戴夫·特雷德韦尔在给员工的说明中写道:近期网站可用性欠佳,接连发生的一级事件(导致核心系统瘫痪的最高级别事故)亟需紧急处理。

据美国消费者新闻与商业频道报道,最初的内部文件揭示了更复杂的真相。特雷德韦尔在备忘录中承认,围绕生成式AI使用的“最佳实践和安全防护措施”尚未完全确立,并表示公司将在涉及零售体验核心环节的部署中引入“受控摩擦”机制。无论亚马逊如何表述,其向工程师传递的信息是:如今AI辅助的系统变更将受到更严格的审查。

对于亚马逊而言,在这个节点承认相关问题,处境极为尴尬。这家刚刚超越沃尔玛(Walmart)、荣登《财富》美国500强榜首的企业,预计今年的AI基础设施资本支出将高达2000亿美元,投资规模远超全球任何一家公司。

与此同时,亚马逊正在大规模裁员:2025年10月裁减约1.4万名企业员工(多为中层管理人员),今年1月又裁员1.6万人。这还不包括2022年至2023年间裁减的逾2.7万名员工。去年6月,贾西在内部备忘录中宣称,AI驱动的“效率提升”将降低亚马逊对员工的需求,并反复强调这家零售巨头未来将依靠AI减少人力。10月裁员消息公布时,贾西在财报电话会议上将裁员重新界定为“文化建设”举措,称公司在新冠疫情期间扩张过快,亚马逊需要朝着“精简高效、快速响应”的方向转型。

亚马逊在另一份宣布同一裁员计划的内部备忘录中,却将裁员归因于适应“变革性技术”发展的需要。这种表述与“AI驱动的裁员”宣传口径更为契合,而非单纯的内部整顿。然而无论以何种理由裁员,亚马逊在这一过程中似乎需要更多的人力。

在AI相关的裁员浪潮中,这无疑是一个耐人寻味的叙事反转。杰克·多尔西旗下的Block公司上月裁掉近半数员工——4000人——并明确将此归因于AI带来的效率提升。多尔西表示多数企业将在一年内得出相同结论。赛富时(Salesforce)的马克·贝尼奥夫在裁减4000个支持岗位后同样表示,公司未来对人力的需求将进一步下降。高管层普遍认为,加大AI领域的投入,可以通过缩减员工规模实现成本回收。

AI减轻工作负担的承诺并未兑现,至少对留任员工及其管理的系统而言是如此。《华尔街日报》(Wall Street Journal)报道了ActivTrak针对16.4万名员工开展的最新分析,分析结果显示,AI非但没有减少工作量,反而加快了工作节奏,增加了工作强度和复杂度。使用AI工具后,员工在电子邮件、即时通讯和聊天应用程序上耗费的时间增加了一倍以上。而用于解决复杂问题、不受干扰的专注工作时间下降了9%。与此同时,Anthropic公司的一项新研究表明,理论上AI能够实现的自动化水平与实际落地效果之间存在巨大的差距。即便在软件和数学领域,理论上94%的任务可以由AI处理,但如今仅有约33%的任务实现自动化。Anthropic公司表示,法律限制和制度障碍都在延缓AI的部署进程。亚马逊接连发生的系统故障或许正是这一问题的生动例证。(财富中文网)

译者:中慧言-王芳

亚马逊(Amazon)将每周例行的零售技术会议调整到周二,以排查零售网站频繁崩溃的原因。据《金融时报》(Financial Times)报道,事件的真相被记录在内部文件中,随后又被火速删除:问题根源,正是亚马逊自身的AI项目。

在短短一周内,亚马逊零售网站发生了四次高危故障,包括上周四持续六小时的系统崩溃,期间消费者无法进入结账页面,也无法查看账户信息和商品价格。此次会议由负责亚马逊电子商务基础业务的高级副总裁主持,旨在“深度剖析”故障根源。据《金融时报》报道,问题恰恰出在亚马逊一直要求工程师使用的AI工具上。

一份为本次会议准备的内部文件,最初将“生成式AI辅助的变更操作”列为自第三季度以来一系列故障的诱因。《金融时报》查阅了该文件的前后两个版本,证实相关表述在会议召开前被删除。

亚马逊对相关报道予以反驳。该公司在博客中称,仅有一起事故与AI工具有关,“所有事故均不涉及AI生成的代码”,事故原因是“一名工程师采纳了AI智能体基于过时内部维基百科内容得出的错误建议”。亚马逊还向《财富》杂志表示,这场会议是每周例行的运营复盘会,并非紧急会议。该公司同时澄清,网传将对使用AI工具的工程师增设审批要求的说法并不属实,且亚马逊云科技(AWS)与所有事故均无关联。

亚马逊的发言人告诉《财富》杂志:“作为常规业务流程,我们会在会议中复盘网站与应用的可用性,以推动持续优化改进。”

美国消费者新闻与商业频道(CNBC)获取并曝光的内部文件,却表明另有隐情。亚马逊电子商务基础业务高级副总裁戴夫·特雷德韦尔在给员工的说明中写道:近期网站可用性欠佳,接连发生的一级事件(导致核心系统瘫痪的最高级别事故)亟需紧急处理。

据美国消费者新闻与商业频道报道,最初的内部文件揭示了更复杂的真相。特雷德韦尔在备忘录中承认,围绕生成式AI使用的“最佳实践和安全防护措施”尚未完全确立,并表示公司将在涉及零售体验核心环节的部署中引入“受控摩擦”机制。无论亚马逊如何表述,其向工程师传递的信息是:如今AI辅助的系统变更将受到更严格的审查。

对于亚马逊而言,在这个节点承认相关问题,处境极为尴尬。这家刚刚超越沃尔玛(Walmart)、荣登《财富》美国500强榜首的企业,预计今年的AI基础设施资本支出将高达2000亿美元,投资规模远超全球任何一家公司。

与此同时,亚马逊正在大规模裁员:2025年10月裁减约1.4万名企业员工(多为中层管理人员),今年1月又裁员1.6万人。这还不包括2022年至2023年间裁减的逾2.7万名员工。去年6月,贾西在内部备忘录中宣称,AI驱动的“效率提升”将降低亚马逊对员工的需求,并反复强调这家零售巨头未来将依靠AI减少人力。10月裁员消息公布时,贾西在财报电话会议上将裁员重新界定为“文化建设”举措,称公司在新冠疫情期间扩张过快,亚马逊需要朝着“精简高效、快速响应”的方向转型。

亚马逊在另一份宣布同一裁员计划的内部备忘录中,却将裁员归因于适应“变革性技术”发展的需要。这种表述与“AI驱动的裁员”宣传口径更为契合,而非单纯的内部整顿。然而无论以何种理由裁员,亚马逊在这一过程中似乎需要更多的人力。

在AI相关的裁员浪潮中,这无疑是一个耐人寻味的叙事反转。杰克·多尔西旗下的Block公司上月裁掉近半数员工——4000人——并明确将此归因于AI带来的效率提升。多尔西表示多数企业将在一年内得出相同结论。赛富时(Salesforce)的马克·贝尼奥夫在裁减4000个支持岗位后同样表示,公司未来对人力的需求将进一步下降。高管层普遍认为,加大AI领域的投入,可以通过缩减员工规模实现成本回收。

AI减轻工作负担的承诺并未兑现,至少对留任员工及其管理的系统而言是如此。《华尔街日报》(Wall Street Journal)报道了ActivTrak针对16.4万名员工开展的最新分析,分析结果显示,AI非但没有减少工作量,反而加快了工作节奏,增加了工作强度和复杂度。使用AI工具后,员工在电子邮件、即时通讯和聊天应用程序上耗费的时间增加了一倍以上。而用于解决复杂问题、不受干扰的专注工作时间下降了9%。与此同时,Anthropic公司的一项新研究表明,理论上AI能够实现的自动化水平与实际落地效果之间存在巨大的差距。即便在软件和数学领域,理论上94%的任务可以由AI处理,但如今仅有约33%的任务实现自动化。Anthropic公司表示,法律限制和制度障碍都在延缓AI的部署进程。亚马逊接连发生的系统故障或许正是这一问题的生动例证。(财富中文网)

译者:中慧言-王芳

Amazon repurposed its regular weekly retail technology meeting Tuesday to figure out why its retail website keeps breaking. The answer, buried in internal documents and then quickly deleted, according to the Financial Times: its own AI initiatives.

Four high-severity incidents hit its retail website in a single week, including a six-hour meltdown last Thursday that locked shoppers out of checkout, account information and product pricing. The meeting, run by the senior vice president who oversees Amazon’s ecommerce infrastructure, was framed as a “deep dive” into what went wrong. What went wrong, it turns out, involves the very AI tools Amazon has been pushing its own engineers to adopt, according to the FT.

An internal document prepared for the meeting initially identified “GenAI-assisted changes” as a factor in a pattern of incidents stretching back to Q3. That reference was deleted before the meeting took place, according to the Financial Times, which viewed both versions of the document.

Amazon has pushed back on the reporting. In a blog post, the company said only one incident involved AI tools, that “none of the incidents involved AI-written code,” and that the cause was “an engineer following inaccurate advice that an agent inferred from an outdated internal wiki.” Amazon also told Fortune the meeting was a routine weekly operations review, not an emergency gathering. The company also said it is not accurate that it introduced new approval requirements for engineers working with AI tools, and that AWS was not involved in any of the incidents.

“As part of normal business, the meeting will include a review of the availability of our website and app as we focus on continual improvement,” an Amazon spokesperson told Fortune.

The internal documents, obtained and reported by CNBC, tell another story. Dave Treadwell, SVP of eCommerce Foundation, laid it out for staff:. Site availability had not been good recently, he wrote, and the string of Sev 1s—the most severe classification for incidents that take down important systems—demanded immediate attention.

But the internal documents, as initially written, according to CNBC, tell a more complicated story. Treadwell acknowledged in his note that “best practices and safeguards” around generative AI usage haven’t been fully established, and wrote that the company would introduce “controlled friction” into deployments involving the most critical parts of the retail experience, according to CNBC. Either way Amazon calls it, the message to engineers was that AI-assisted changes now get more scrutiny.

The timing for that kind of admission is brutal for Amazon. The company, which just surpassed Walmart to top the Fortune 500, is spending more on AI infrastructure than any company on Earth—$200 billion in projected capital expenditures this year.

Amazon is also aggressively thinning out its workforce. The company laid off roughly 14,000 corporate workers in October — mostly middle managers — followed by another 16,000 in January. That’s on top of more than 27,000 employees cut between 2022 and 2023. In June, Jassy wrote in an internal memo that Amazon would need fewer employees thanks to AI-driven “efficiency gains,” repeating his drumbeat emphasizing the AI future of less workers needed at the giant retail platform. When the October cuts came, Jassy reframed the rationale on an earnings call to be about “culture,” saying that the company had grown too fast during the pandemic, and Amazon needed to be “lean” and “move fast.”

But a separate Amazon memo announcing the same layoffs cited the need to adapt to “transformative technology,” the kind of language that maps a lot more cleanly onto an AI-driven workforce reduction than a spring cleaning. But it seems that either way, Amazon has found itself in need of more humans in the process.

It’s an interesting narrative violation in a world of AI-related layoffs. Jack Dorsey’s Block cut nearly half its workforce last month — 4,000 employees — and tied the decision explicitly to AI-driven productivity gains. Dorsey said most companies would reach the same conclusion within a year. Salesforce’s Marc Benioff said he needed fewer heads after cutting 4,000 support roles. The C-suite consensus is that increasing AI investment will pay for itself with smaller workforces.

But the promise that AI would lighten the load isn’t playing out— at least, not for the workers who remain, and not for the systems they manage. A new analysis reported by the Wall Street Journal of 164,000 workers by ActivTrak found that AI is increasing the speed, density, and complexity of work rather than reducing it. Time spent on email, messaging, and chat apps more than doubled after workers adopted AI tools. Time devoted to focused, uninterrupted work—the kind required for solving complex problems—fell 9%. Meanwhile, new research from Anthropic suggests the gap between what AI can theoretically automate and what it’s actually automating is enormous. Even in software and math — where 94% of tasks could theoretically be handled by AI, only about 33% are being automated today. Legal constraints and institutional troubles are all slowing deployment, Anthropic said. Amazon’s outages could be a live demonstration of why.

财富中文网所刊载内容之知识产权为财富媒体知识产权有限公司及/或相关权利人专属所有或持有。未经许可,禁止进行转载、摘编、复制及建立镜像等任何使用。
0条Plus
精彩评论
评论

撰写或查看更多评论

请打开财富Plus APP

前往打开