AWS CEO Matt Garman on $220B capex, GPUs for startups, and rebuilding the cloud for agents
a16z · youtube · 2026-10-08
AWS CEO Matt Garman joins a16z's Raghu Raghuram to discuss how AI is reshaping the cloud:
- AWS revenue at $169B growing 37%; Amazon's $220B capital investment
- Startups are the lifeblood—AWS reserves scarce GPU capacity for them
- The cloud is being redesigned for agents that write code and manage infrastructure themselves
- Where custom chips like Trainium and Graviton fit in the AI stack
- Addressing whether AI capex is a bubble and clearing up data center myths
- What enterprises need to trust autonomous agents, and how AWS's own teams build with agents
Related event: AWS CEO Outlines $220B CapEx and 2 Million GPUs for the Agentic Era(2 posts)→
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