AWS CEO Matt Garman Wants to Reassert Amazon’s Cloud Dominance in the AI Era

You mightiness deliberation Amazon’s biggest plaything successful the AI contention was its $8 cardinal concern successful Anthropic. But AWS has besides been gathering in-house instauration models, caller chips, monolithic information centers, and agents meant to support endeavor customers locked wrong its ecosystem. The institution believes these offerings volition springiness it an borderline arsenic businesses of each shapes and sizes deploy AI successful the existent world.

WIRED sat down with AWS CEO Matt Garman up of the company’s yearly re:Invent league successful Las Vegas to sermon his AI vision, and however helium plans to widen Amazon’s pb successful the unreality marketplace implicit its fast-rising competitors, Microsoft and Google.

Garman is betting that AI is simply a work that AWS tin present much cheaply and reliably than its rivals. Through Bedrock, Amazon’s level for gathering AI apps, helium says customers tin entree a assortment of AI instauration models portion keeping the acquainted information controls, information layers, and reliability that AWS is known for. If that transportation holds up, it could assistance AWS predominate successful the AI era.

“Two years ago, radical were gathering AI applications. Now, radical are gathering applications that person AI in them,” said Garman, arguing that AI is becoming a diagnostic wrong ample products alternatively than a standalone experiment. “That's the level that we've built, and that's wherever I deliberation you spot AWS truly commencement to instrumentality the lead.”

Many of the announcements astatine this year’s re:Invent autumn on these lines. Amazon unveiled new, cost-efficient AI models successful its Nova series; agents that tin enactment autonomously connected bundle improvement and cybersecurity tasks; arsenic good arsenic a caller offering, Forge, that lets enterprises cheaply bid AI models connected their ain data.

The stakes are precocious for AWS to get this right. While Amazon’s unreality portion dominated the smartphone era, smaller rivals similar Google Cloud and Microsoft Azure person grown astatine higher rates since the accomplishment of ChatGPT. Microsoft and Google person surged by tightly integrating with frontier AI models—the exertion underlying ChatGPT and Gemini, respectively—attracting enterprises anxious to experimentation with cutting-edge capabilities.

This emergence of AWS’s rivals has raised questions astir Amazon’s broader AI strategy, and however the incumbent volition fare successful the years to come.

Garman says he’s been proceeding these concerns for years, but little truthful successful caller months. He argues that the tide is turning, pointing to AWS’s stronger-than-expected results successful the company’s 3rd 4th arsenic grounds that his strategy is working.