AWS CEO Matt Garman Talks AI Race

This podcast features an interview with Matt Garman, the CEO of AWS, by Ed Ludlow from Bloomberg Tech, at the Amazon Web Services Reinvent Conference in Las Vegas. They discuss AWS's new AI chip, Trainium3, emphasizing its cost-effectiveness, performance, and efficiency compared to NVIDIA GPUs and Google TPUs. Garman highlights the benefits of controlling the full technology stack and the rapid growth and capabilities of Trainium, especially its role in powering Bedrock. The conversation also covers the partnership between AWS and Anthropic, addressing supply constraints in the AI industry, and the shift towards AI co-workers with agentic technology. Garman defends AWS's position as a leader in AI, citing customer preference for running production workloads on AWS due to its comprehensive model choices and infrastructure.