The conversation centers on AWS's capital expenditure strategy and its alignment with the growing demand for cloud services, particularly driven by AI. AWS CEO Matt Garman explains that the substantial $200 billion investment is not just for the immediate future but is planned for capacity in 2026, 2027, and even 2028, emphasizing the long-term vision. Garman notes that less than 20% of workloads are currently in the cloud, which hinders AI adoption, and AWS aims to capitalize on the increasing migration to the cloud. He also addresses data sovereignty concerns, especially in Europe, highlighting the launch of the European sovereign cloud with independent governance to assure data protection.
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