a16z
@a16z
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
$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
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