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AWS CEO Matt Garman on why he isn't worried about an AI bubble: no single customer dominates AWS capacity, and enterprises are already seeing positive ROI.
"We feel really good about the spend we're making now. I get lots of questions about how you feel about that spend, and
"We feel really good about the spend we're making now. I get lots of questions about how you feel about that spend, and
1:53a16z@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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