AWS CEO Matt Garman 谈为智能体时代重构云基础设施
AWS CEO Matt Garman with a16z's Raghu Raghuram on the biggest cloud provider in the world being rebu...
AWS 掌门人亲自聊 2026 年砸 2200 亿美元建云，还做了个 30 秒开户给智能体用，信息密度很高。
AWS CEO Matt Garman 与 a16z 的 Raghu Raghuram 对谈 AWS 为智能体时代进行的重构。AWS 2026 年计划投入 2200 亿美元 CapEx，已订购 200 万块 NVIDIA GPU，自研 AI 芯片订单排满到明年。AWS 还推出 30 秒开通、无需信用卡的账号流程，方便智能体快速上手。Garman 表示 30-40% 的 AWS 收入最初来自初创公司，Bedrock 从不把客户数据发送给模型。
AWS CEO Matt Garman with a16z's Raghu Raghuram on the biggest cloud provider in the world being rebu...
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 required so agents can get rolling. 0:55 $170B in revenue, growing 37% 2:40 30-40% of revenue started as startups 4:55 Startups want a cloud for agents 9:10 An AWS account in 30 seconds 12:25 Agents don't need bulletproof databases 16:30 Why AWS won't sell every GPU to the frontier labs 22:00 Why Matt isn't worried about a bubble 24:45 Why AWS builds its own power plants 27:45 Planning for the next supply shortage 30:25 Saving one county $5K per resident 33:10 How AWS built its own chips 40:05 What's holding enterprise agents back 45:35 Why Bedrock never sends your data to the model 49:30 AWS's new AI security tool 51:50 Why AWS teams of 10 are now 3-4 YouTube: youtube.com/watch?v=rn_afJ… @mattsgarman @awscloud @RaghuRaghuram Your browser does not support the video tag. 🔗 View on Twitter 💬 8 🔄 3 ❤️ 36 👀 7191 📊 11 ⚡
