AWS CEO Matt Garman回应AI泡沫质疑：客户分散、企业已有正回报

AWS CEO Matt Garman on why he isn't worried about an AI bubble: no single customer dominates AWS cap...

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 'Are you nervous about a bubble?'" "We take a diversified approach, so not all of our capacity is bundled up in one customer." "Also, AWS is where people come to launch their production workloads. The majority of our usage today is core compute, storage, and inference... Those are the workloads that just aren't gonna go away." "Go talk to customers and ask: at today's capability and today's cost, are you seeing positive returns to your business? They'll say, 'Yeah." "It's like the VC model. Is every billion-dollar startup gonna make it? No, they won't. But that's been the game for 50 years. You bet on 10, and one makes it and pays for the others." "You saw that with the internet. There was a bubble, a bunch of internet companies didn't make it, and the internet's still a thing." @mattsgarman @RaghuRaghuram Your browser does not support the video tag. 🔗 View on Twitter 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 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 🔗 View Quoted Tweet 💬 6 🔄 1 ❤️ 18 👀 6620 📊 5 ⚡