a16z’s Raghu Raghuram sits down with AWS CEO Matt Garman to discuss how AI is reshaping the cloud, from the needs of AI-native startups to infrastructure increasingly designed for agents.

Matt explains how AWS is adapting as agents write code and manage infrastructure, why it’s reserving scarce GPU capacity for startups, and where custom chips like Trainium and Graviton fit into the AI stack.

They also discuss Amazon’s $220 billion capital investment, the shifting bottlenecks in the infrastructure buildout, what enterprises need to trust autonomous agents, and how AWS’s own teams are building with agents.

Resources:

Follow Matt Garman on X:  https://x.com/mattsgarman 

Follow Matt Garman on LinkedIn: https://www.linkedin.com/in/mattgarman

Follow Raghu Raghuram on X: https://x.com/RaghuRaghuram

Learn more about AWS: https://aws.amazon.com/

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.