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

AWS CEO Matt Garman tells a16z’s Raghu that AWS is building for an agentic future: expanding GPU supply, investing $220 billion in 2026 capex, and pushing custom silicon like Trainium. He says Bedrock keeps enterprise data inside the VPC, while new tools for agent permissions, sandboxes, and security aim to make AI workloads safer and easier to deploy on AWS.

Key points

• AWS plans to buy 2 million NVIDIA GPUs and spend about $220 billion in 2026 capex.
• Garman says AWS reserves capacity for startups, not just frontier labs; about 60% of requests eventually get a yes.
• Bedrock keeps prompts and enterprise data inside the customer VPC, a core trust differentiator.
• AWS is adding agent-specific building blocks: sandboxes, fine-grained permissions, and fast account setup.
• Trainium is now used heavily for both training and inference; Bedrock inference runs largely on Trainium.
• Amazon is using agents internally across software, HR, finance, and security; software development gained the biggest speedup.