In an interview with CNBC, AWS CEO Matt Garman discusses AWS's growth and potential, emphasizing the company's focus on AI and agentic workflows with the launch of Bedrock Agent Core. Garman addresses concerns about supply constraints, highlighting prioritization of critical workloads and efforts to increase capacity while strategically managing capital allocation. He also touches on the partnership with NVIDIA and the value AWS adds through its Nitro system. The conversation explores AWS's approach to responsible spending amid the AI land grab, the importance of attracting missionary employees, and the new partnership with OpenAI. Garman highlights the strategic importance of Anthropic and AWS's own chips like Trainium and Graviton for cost-effective AI solutions. He also discusses the importance of in-person collaboration for innovation, the changing nature of work with AI, and AWS's efforts to help customers modernize their applications using AI. Finally, Garman shares his investment in startups, the importance of power infrastructure and AI for national security, and AWS's approach to operating in China.
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