This story is from October 8, 2026. For the latest, see today's news.
AWS CEO Matt Garman sits down with a16z's Raghu Raghuram to explore how cloud infrastructure is being redesigned around . The discussion covers AWS's $169 billion revenue growth at 37% annually, why startups are critical to the cloud's evolution, and how the company is rethinking its platform as agents begin writing code and managing infrastructure themselves.
Garman addresses practical challenges including allocation—AWS is reserving capacity for startups—and Amazon's $220 billion capital investment in infrastructure. He also explains the role of custom chips like Trainium and Graviton in the AI stack, and explores whether the current CapEx spending represents a sustainable investment or a potential bubble.
The conversation includes enterprise concerns about deploying autonomous agents at scale, what trust mechanisms they need, and how AWS's own teams are experimenting with agent-based workflows.
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