Press Space to continue
Press Space to continue
AWS CEO Matt Garman on why he isn't worried about an AI bubble: no single customer dominates AWS capacity, and enterprises are already seeing positive ROI. "We feel really good about the spend we're making now. I get lots of questions about how you feel about that spend, and 'Are you nervous about a bubble?'" "We take a diversified approach, so not all of our capacity is bundled up in one customer." "Also, AWS is where people come to launch their production workloads. The majority of our…
a16z@a16z6h ago
AWS CEO Matt Garman with a16z's Raghu Raghuram on the biggest cloud provider in the world being rebuilt for the agentic era: $220B in CapEx for 2026, two million NVIDIA GPUs on order, AWS's AI chips sold out through next year, and a new 30-second AWS account with no credit card required so agents can get rolling. 0:55 $170B in revenue, growing 37% 2:40 30-40% of revenue started as startups 4:55 Startups want a cloud for agents 9:10 An AWS account in 30 seconds 12:25 Agents don't need bulletproof databases 16:30 Why AWS won't sell every GPU to the frontier labs 22:00 Why Matt isn't worried about a bubble 24:45 Why AWS builds its own power plants 27:45 Planning for the next supply shortage 30:25 Saving one county $5K per resident 33:10 How AWS built its own chips 40:05 What's holding enterprise agents back 45:35 Why Bedrock never sends your data to the model 49:30 AWS's new AI security tool 51:50 Why AWS teams of 10 are now 3-4 YouTube: https://www.youtube.com/watch?v=rn_afJaPldg @mattsgarman @awscloud @RaghuRaghuram
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