The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Garman: Trainium 2 Delivers 30% to 40% Better Price-Performance Than GPUs
“We see 30 to 40% price performance games versus our instances that are GPU powered today.”
Garman: AWS automated reasoning mathematically eliminates AI hallucinations in bounded domains
“So by that, by this kind of mechanism, you're, like, systematically able to actually mathematically prove that you got the right answer coming out of this and completely eliminate hallucinations for that area, right? It doesn't mean that we've eliminated hallu…”
Garman: Small modular nuclear reactors will be major energy sources starting 2030
“We do think that you know, over the next probably starting somewhere in, in 20, 30 and beyond these small modular reactors, which is what X-energy builds, are gonna be a huge component of this.”
Nvidia runs its own AI training clusters on AWS infrastructure
“NVIDIA actually runs their AI training clusters in AWS, because we actually have the most stable infrastructure of anyone else, and so they actually get the best performance from us”
Garman estimates 85% of enterprise workloads still run on-premise
“Now that we're at a hundred billion run rate you look at, you still go out there, and I think, 85% of workloads are still running on-prem today, by most estimation, somewhere in that range, you know, pick your number, whether it's 80 to 90, whatever it is, lik…”
Secret intelligence contract win against IBM marked AWS inflection point
“One of the big Inflection points we saw is we went after the intelligence agencies for the U S government, and we won that contract and it was secret. And it, you know, we pushed really hard to go in that. It was against all the incumbents, HPs and IBMs and Or…”
Garman predicts foundation models will command less attention over time
“Today the models is the front and center thing that everybody pays attention to, but I think increasingly it'll become a smaller percentage of the thing that people pay attention to”
Multi-year fab lead times will keep AI hardware supply chains constrained
“Look, I think we're probably going to be in a constrained world for the next little bit of time. Just, you know, that some of these things are, they take time. Like, look how long it takes to build a semiconductor fab. Like, it is, it's not a short lead time, …”
Garman: NVIDIA treats AWS very fairly in allocating GPU supplies
“They're very fair in dealing with us and we give long-term forecasts and they tell us what they can supply.”
Garman: Generative AI workloads are 50/50 today but shifting toward inference
“You know, we're still probably seeing about that ratio of fifty-fifty. I think more and more it's more inference than training, and increasingly we'll see more and more of the workload shift that way.”
Garman: Nvidia Blackwell delivers about 2.5x compute performance of H100
“I think we were expecting about two and a half times the compute performance out of the Blackwell chip that you get out of an H-one hundred”
Garman: Developers only spend about one hour a day actively coding
“It turns out, also, developers, on average, code about one hour a day. The rest of their day is spent doing documentation. It's spent writing unit tests. It's spent writing, doing code reviews. It's spent doing, You know, going to meetings, it's spent doing up…”
Garman: Cloud Optimization Is Largely Finished, Funding AI and AWS Growth
“Customers, I think number one, a lot of them have been optimized, right? And there's only so much you can kind of squeeze into an Optimize place and customers are still looking for optimizations, but a lot of that work has been done and they're using some of t…”
Garman: Andy Jassy's bureaucracy critique applied inside AWS too
“Yeah, I think it's across across Amazon. So it wasn't specific to the rest of Amazon. It was definitely inside of AWS too.”
Garman: Enterprise cloud adoption will flip from 20% today to over 80%
“But I do think, and I actually think that at a minimum I think that, that percentage could flip, and it could be eighty-twenty versus 28 where it is today, or even less.”
Garman predicts liquid cooling will make on-prem AI clusters too difficult
“Increasingly, I think that's going to get harder and harder as you move to liquid cooling and larger clusters”
Amazon Titan is by far the most popular embeddings model on Bedrock
“In fact, the Titan embeddings model, Is by far the most popular embeddings model that we have inside of Bedrock today for people that are building search indices and thinking about things like that.”
Most enterprises will eventually stop building their own AI models
“Most companies are not going to build their own models over time. They might tweak them a little bit, but I think a lot of companies are going to build, are going to use the applications that use the software and the models underneath.”
AI inference will become a core cloud computing primitive like storage
“As you move forward, generative AI honestly becomes one of the compute building blocks that you think about. You're going to need storage, you need compute, you need databases, you need inference, if you will, for your application, largely. And I think that's …”
Garman: AWS S3 currently stores 400 trillion objects
“Today, S-Tree actually stores 400 trillion objects.”
Jeff Bezos mandated internal move to modular services in 2003
“If you scroll back all the way to 2003 or so, Jeff Bezos basically mandated across the company that in order to move from a big monolithic stack that wasn't going to scale anymore for Amazon, we had to move everything to services.”