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AWS CEO Matt Garman says they could sell every GPU to the frontier labs, but deliberately hold capacity back for startups to support the full ecosystem:
"We really think intentionally about our allocation strategy. We're great partners with the large frontier labs, the
"We really think intentionally about our allocation strategy. We're great partners with the large frontier labs, the
2:19a16z@a16z · Oct 8AWS 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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