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Why CEO Matt Garman is willing to bet AWS on AI
The new head of AWS says Amazon is betting on a “massive” shift with AI.
And so, I think that’s why many of the workloads that you’ve seen move to the cloud already are the super scalable ones, or the ones where they need lots of compute, or the ones where they have a really large footprint because they see the wins are enormous for those types of customers. And whether we’re working on compute or on storage, talking about hypervisors, sales compensation, power contracts that we’re signing, go-to-market efforts, or marketing, I am rarely the expert in the room on those. Is it, “One of these vendors is going to light up AGI on someone’s data center, and I hope it’s AWS?” Is it, “I’m building this hardware to enable that to happen?” Is it, “This is what everyone’s talking about to goose their stock prices and I just need to sell more capabilities to more customers?”
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