Building the Cloud for an Agentic World | AWS CEO Matt Garman

AWS is undergoing a massive infrastructure expansion, with $220 billion in capital expenditure planned for 2026 to meet the insatiable demand for AI compute. Startups remain central to this growth, serving as the primary drivers of innovation that eventually scale into enterprise-grade workloads. The rise of agentic workflows is fundamentally changing cloud architecture, shifting the focus toward autonomous systems that write code, manage databases, and handle security at machine speed. To support this transition, AWS is prioritizing custom silicon like Graviton and Trainium, while developing new primitives such as context layers and enhanced sandboxes. By integrating these capabilities, organizations can move beyond simple code completion toward fully autonomous product development, allowing teams to innovate faster while maintaining security and operational durability within their own virtual private clouds.