Amazon Web Services, every mention
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every year anyone Alex Kantrowitz 111Matt Wood 20Matt Garman 7Ranjan Roy 5Bill Vass 5M.G. Siegler 4Stephen Morris 2Stephanie Link 2Sridhar Ramaswamy 2Snehal Antani 2
Verbatim, from the transcripts: the passages where Amazon Web Services comes up
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 49:43 M.G. Siegler They want to be the platform for the, for their cloud, for AWS. 2 times in the scene
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- ▶ 39:57 Alex Kantrowitz Uh, 82% from Google, um, thirty-something percent from AWS, uh, 43% from Azure. 2 times in the scene
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 7:08 David Cahn There's cloud infrastructure, AWS, Azure, GCP, about a five hundred billion dollar market.
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 48:30 Alex Kantrowitz Amazon, uh, turned in 37% growth at AWS. 6 times in the scene
How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani
- ▶ 2:36 Snehal Antani Uh, an expert human hacker, pen tester, uh, will click on deception, fake AWS credentials, fake Azure tokens, fake database dump files, other decoys that defenders will place out there to catch the bad guy.
- ▶ 23:38 Snehal Antani Uh, you can also get that fake AWS, uh, credential fire or fake password.txt file to be like,
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 29:45 Ranjan Roy I think it was Amazon first going into Anthropic, um, and us kind of half joking, like, oh, I bet you it's just all AWS credits and that's a, and they're going to call it funding.
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- ▶ 7:20 Ranjan Roy When that AWS partnership starts, they kind of go hard at them.
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 45:06 Alex Kantrowitz Another executive, my worst case scenario is that having them ditch Azure for AWS and bad mouth us on the way over. 2 times in the scene
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 4:54 M.G. Siegler And then they had AWS of course, which they also needed, um, you know, uh, capex spend for, but the others, including Amazon to all start really start to ramp up an apple.
- ▶ 35:58 Alex Kantrowitz Uh, so it's now available on, on Amazon for Amazon cloud customers. 6 times in the scene
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- ▶ 41:16 Alex Kantrowitz AWS, by the way, stuck in the 17, 18% growth rate range for the past few years grew 28%.
The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
- ▶ 38:44 Emil Michael This isn't like AWS cloud for consumers.
How AI Agent Swarms Might Be AI's Next Leap — With Guillaume de Saint-Marc
- ▶ 20:24 Guillaume de Saint-Marc It's called CAPE, C-A-I-P-E, uh, and we've entirely open sourced it with, uh, from, um, with a group called, um, uh, Canoe, C-N-O-E, which is basically a group of, you know, you have folks from AWS and Adobe and us, you know, and, and many…
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
- ▶ 5:36 Alex Kantrowitz AWS is there.
OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
- ▶ 51:51 Aaron Levie Um, uh, the cloud revenue of AWS. 2 times in the scene
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 36:39 Alex Kantrowitz So not only have these sites been hit, um, but the company is asking employees within AWS to deprioritize them.
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 15:14 Ranjan Roy Well, to sell it, so to, to subsidize your AWS with cashflow and keep investing in Alexa plus and AWS and whatever else. 3 times in the scene
Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
- ▶ 33:43 Michael Horowitz The, the use cable, but it, it matters insofar as it's not like Anthropic can't work with AWS. 2 times in the scene
Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- ▶ 29:08 Alex Kantrowitz OpenAI said it's expanding its existing thirty-eight billion dollar agreement with Amazon Web Services by one hundred billion over the next year, eight years.
Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
- ▶ 39:57 Sridhar Ramaswamy And in that one day, when I was at work and he was home, he had, uh, managed to get like, uh, you know, an Ubuntu instance on AWS completely separate from everything else, including his laptop.
- ▶ 49:07 Sridhar Ramaswamy We will help you get like a free Ubuntu machine on AWS if you want.
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 55:43 Alex Kantrowitz AWS went up 24% in the fourth quarter, which is kind of astounding. 3 times in the scene
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 15:15 Stephen Morris So the money that Amazon is putting into OpenAI will come back for using their AWS data center services. 2 times in the scene
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- ▶ 18:59 Alex Kantrowitz And of course, like, AWS's lead is shrinking, but AWS is still, you know, far and away the leading cloud provider. 2 times in the scene
AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball
- ▶ 28:36 Alex Kantrowitz Alexa plus is doing okay, like we talked about, but AWS isn't, uh, isn't killing the world.
- ▶ 36:24 Alex Kantrowitz Uh, with AWS.
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- ▶ 9:54 Michael Intrator Uh, think of it as like, um, you know, in the, uh, the common vernacular, you know, everybody knows who AWS is, you know, Amazon, they know who Microsoft is, they know who Google is.
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 7:33 Jim Cramer I think the guy, Matt, who runs AWS is real good. 2 times in the scene
Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
- ▶ 49:55 Alex Kantrowitz Is your ambition to put it up there with the AWS and Ashers of the world?
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 28:18 M.G. Siegler The next AWS to, or Google cloud.
- ▶ 42:12 Alex Kantrowitz The first phase of the deal will use existing AWS data centers, and I think this is already coming up. 2 times in the scene
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- ▶ 57:38 Alex Kantrowitz You know, we have cloud outages all the time, so for me, the biggest worry is like, you know, humanoid robot holding my baby gets hit with an AWS. 2 times in the scene
Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
- ▶ 33:13 Bill Vass I mean, I was actually in at AWS, I was a big advocate for the Saudi region and I was actually at the Saudi region launch, uh, at the leap conference in, so in, you know, just outside of Riyadh there.
- ▶ 45:46 Bill Vass One of the reasons I left at AWS and I loved being at AWS. 2 times in the scene
- ▶ 48:52 Bill Vass So, um, we've been, I started the quantum initiative at AWS when I was there and we've got a lot of great people working on that.
- ▶ 1:01:40 Bill Vass It was like EC two on, on AWS, but you, they ran into this, uh, innovators dilemma where they didn't, they couldn't sell it well because of the transition, uh, from, uh, selling capital to selling service.
Vibe Coding: Everything You Need To Know — With Amjad Masad
- ▶ 25:46 Amjad Masad Uh, but, but even, uh, sort of large scale platforms, if you're building a core cloud component, the storage or virtual machine components on AWS or Google cloud or Azure, you want systems engineers that understand distributed systems,…
Are AI's Economics Unsustainable? — With Ed Zitron
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 47:29 Alex Kantrowitz And Amazon, uh, AWS grew 17%.
Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
- ▶ 9:54 Adam Parker And then two, like Amazon, while it's a, a multifaceted company and AWS has been an amazing, um, business, they still are like Walmart size now in terms of total revenue.
OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- ▶ 50:27 Alex Kantrowitz I mean, a world where the US, things get so bad between the US and Europe that your AWS, uh, stack is at risk, uh, is to, I mean, maybe I'm not imaginative enough, but is to me so far-fetched, um, that I can't, I can't fully, uh, I… 2 times in the scene
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 10:42 Reed Albergotti And I mean, look at, look at Amazon with, with AWS, they all have these multiple lines of, of business, Google, you know, they're, they're moved, they're leading quantum computing and Apple just, it's just an iPhone company.
How Amazon Rebuilt Alexa From The Ground Up
- ▶ 18:22 Daniel Rausch It is, it is straightforward computer science in this day and age with an AWS cloud and the great connectivity that everyone has in their homes to make a deterministic system fast on something exactly like you said.
Implementing AI In The Real World — With Kyndryl's Antoine Shagoury
- ▶ 7:15 Antoine Shagoury So we became, again, close partners with Microsoft, AWS, Google, Dell, now NVIDIA.
Could Your AI Agent Also Be Your Lover? — With Replika CEO Eugenia Kuyda
- ▶ 36:31 Eugenia Kuyda I guess most startups should use AWS or some other cloud provider.
AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
- ▶ 39:06 Alex Kantrowitz We were, I was just at Amazon's, um, reinvent conference in Vegas and Matt Garmin, the CEO of AWS told me that they're gonna train the next anthropic model on hundreds of thousands of GPUs, GPUs or GPU equivalents.
AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
- ▶ 0:06 Alex Kantrowitz We are here in Las Vegas, Nevada at Amazon's Reinvent Conference with the CEO of AWS, Matt Garman.
- ▶ 0:25 Alex Kantrowitz There's no one that does it better than AWS, but there are headlines in the AI world. 6 times in the scene
- ▶ 3:57 Matt Garman And then there's other times where there's applications that people build on top of AWS that Amazon doesn't go and build. 5 times in the scene
- ▶ 6:53 Alex Kantrowitz And I think that the strategy that AWS has makes a lot of sense, right? 7 times in the scene
- ▶ 9:34 unnamed speaker At AWS.
- ▶ 12:54 Matt Garman And it doesn't mean that we don't have great relationships with Intel and NVIDIA, or Intel and AMD, and it means we'll continue to have a great relationship with NVIDIA, because for them and for us, it's incredibly important for NVIDIA… 2 times in the scene
- ▶ 24:25 Alex Kantrowitz I know that AWS has some news also this week, um, that you're going to have, uh, automated reasoning tests where it checks for hallucinations before an answer goes out.
- ▶ 30:35 Alex Kantrowitz Alright, we're gonna take a quick break and come back with Matt Garman, the CEO of AWS.
- ▶ 30:40 Alex Kantrowitz And we're back here on Big Technology Podcast with Matt Garman of AWS.
- ▶ 34:12 Alex Kantrowitz On the state of the economy, AWS had a few quarters of stagnant growth. 2 times in the scene
- ▶ 36:33 Alex Kantrowitz Was that going on within AWS, and what is the process to change that? 2 times in the scene
OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- ▶ 47:24 Alex Kantrowitz Anthropic raised the four billion, um, a lot of money and my, and it came from Amazon, uh, and it's going to make AWS, uh, let's see. 2 times in the scene
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- ▶ 43:35 Stephanie Link So if I don't think they're going to spend crazy, and I think they're going to spend, but it's not going to be that crazy, and I think retail is going to hold in, and the margin side, North American margins, can get to, like, upper single… 2 times in the scene
Meta's Chief Technology Officer On Its Augmented Reality Dreams — With Andrew Bosworth
- ▶ 38:09 Andrew Bosworth I would have been wrong about AWS if you'd asked me this question a long time ago, because we were building a lamp stack. 2 times in the scene
How AI Will Improve Business Efficiency and Productivity In the Workplace – With Ben Plummer
- ▶ 12:40 Alex Kantrowitz It's a way to, um, this technology ends up taking over some of that sort of rote work and making room for more inventive work.
NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
- ▶ 11:53 Danny Shapiro And so we have a huge business in terms of the automakers building out their own data centers or using, you know, cloud providers like Azure, AWS, um, and at Oracle to train.
Amazon's Longterm AI Vision — With AWS VP Matt Wood
- ▶ 0:00 Alex Kantrowitz The VP of AI products at Amazon Web Services joins us to discuss what people are actually building with the technology and whether it's worth the investment. 3 times in the scene
- ▶ 0:56 Alex Kantrowitz So let me ask you, I think the most pressing question that I have first, which is we, when we spoke last year, you said, I wouldn't be surprised if just the AI part of our cloud computing business was larger than the rest of AWS combined…
- ▶ 5:52 Matt Wood Just the number of experiments that are being run on AWS for different companies in the regulated industries and all the other industries that I mentioned, you know, Bedrock, which is the service that we make available to customers to… 4 times in the scene
- ▶ 20:59 Matt Wood With customers at AWS and at Amazon is that combining those models together, leaning into the sweet spot of all these different models, allows you to build systems that in aggregate are, have a compounding effect on intelligence. 2 times in the scene
- ▶ 24:09 Matt Wood We've also built some really, um, uh, powerful and popular agents on AWS. 2 times in the scene
- ▶ 27:54 Alex Kantrowitz He's the VP of AI products at Amazon Web Services.
- ▶ 28:06 Alex Kantrowitz And we're back here on big technology podcast with Matt wood, the VP of AI products, Amazon web services. 6 times in the scene
- ▶ 34:42 Alex Kantrowitz But Amazon worked on something called Bloomberg, I mean, Bloomberg worked on something called Bloomberg GPT, GPT on IAWS.
- ▶ 40:35 Matt Wood Keep components together, as well as kind of manage the generative AI applications, and it's those capabilities that we're kind of focused on, on building it across the board at AWS.
- ▶ 51:18 Alex Kantrowitz Also Matt is about to hit the stage at AWS is a New York summit.
Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- ▶ 36:10 Alex Kantrowitz And Amazon also has its own models and, you know, sells a lot of different competing models through AWS.
AWS VP of AI and Data Swami Sivasubramanian — GenAI's Growth Potential
- ▶ 0:15 Alex Kantrowitz He's the VP of AI and data at AWS, and we're so lucky to have yet another executive from Amazon Web Services here. 3 times in the scene
- ▶ 5:45 Swami Sivasubramanian The energy stuff is a constraint, but that is why AWS, if you see when you offer compute, we are not just offering server.
- ▶ 9:26 Alex Kantrowitz Again, like it's so cool to speak with someone at AWS because you have all these resources and you know how the data center works.
- ▶ 18:35 Alex Kantrowitz Do you, I mean, do you, you have a large team building your own large language models in house at AWS, and you also have a very big investment in Anthropic. 4 times in the scene
- ▶ 33:42 Alex Kantrowitz Lama three is running through bedrock, I believe, or AWS day one. 2 times in the scene
Predicting AI’s Next Advances — With Suhail Doshi
- ▶ 52:35 Alex Kantrowitz People are using AWS compute, I imagine, to run models. 6 times in the scene
NVIDIA's Artifical Intelligence Moat & Origins — With Bryan Catanzaro
- ▶ 12:33 Bryan Catanzaro Like for example, AWS, you know, um, and we love, we love to support our customers, um, through, through cloud providers as well.
Perplexity CEO Aravind Srinivas: How AI Challenges Google
- ▶ 35:07 Aravind Srinivas But, but, but look, they can, they, they are such a massive company and have revenue from AWS and like can definitely make up for like any short-term hits here.
Robinhood CEO Vlad Tenev on Dumb Money, Day Trading, and Retirement
- ▶ 39:26 Vlad Tenev Um, we had the benefit of like modern technology, cloud, AWS.
How Generative AI Is Changing Travel — With Priceline's Marty Brodbeck
- ▶ 23:43 Marty Brodbeck Well, I think in general, you know, the, the startup community, uh, AWS, OpenAI, Microsoft, and Google, they're all doing phenomenal jobs in terms of producing meaningful products that companies like Priceline can, can benefit from. 2 times in the scene
AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- ▶ 8:55 Alex Kantrowitz What I want is for you to work on Amazon Web Services. 3 times in the scene
Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- ▶ 13:33 Alex Kantrowitz And while doing this, they've sort of, and Matt Wood was, uh, the, this VP from AWS was on the show. 4 times in the scene
A Dozen Grueling Years At Amazon — With Kristi Coulter
- ▶ 4:24 Kristi Coulter There was no web services. 2 times in the scene
Amazon Reveals Its AI Master Plan — With Matt Wood
- ▶ 0:12 Alex Kantrowitz Okay, you're dabbling that in that area, in those areas, but I don't know if you stand out there yet, but where you are really trying to compete is in this space where companies, the big companies bring their models inside AWS, and then… 2 times in the scene
- ▶ 3:14 Alex Kantrowitz We'd like to make it available to your clients through AWS.
- ▶ 7:03 Matt Wood And so one of the things we're adding to bedrock is the ability to be able to provide that information to the language model, uh, using your own private data, uh, inside the applications that are already run in the Amazon cloud. 2 times in the scene
- ▶ 9:34 Matt Wood And to be able to leverage the investments that they've already made in that data on AWS using completely novel capabilities in addition to existing models and novel models as well.
- ▶ 11:31 Matt Wood You'd be surprised how many customers have exabytes of data on AWS, and they can take that data that they've invested in, and they can use it with these models to create a net new asset for their organization. 2 times in the scene
- ▶ 18:24 Matt Wood AI part of, um, our cloud computing business was larger than the rest of AWS combined in a couple years.
- ▶ 20:05 Alex Kantrowitz Now, it wasn't everybody going at the same time, and you were very early in AWS, so you know this, but AWS kind of ran away with the cloud computing field or cloud services field. 4 times in the scene
- ▶ 21:34 Alex Kantrowitz So I'd like to hear a little bit more about like the practical level of, and maybe you can go step by step of like what, and briefly, but like what people would build with the AWS services. 2 times in the scene
- ▶ 26:41 Matt Wood On AWS, and then use a machine learning algorithm to build their own chatbot, which is Bloomberg GPT, and they ran all of that inside our, um, cloud computing infrastructure. 2 times in the scene
- ▶ 30:03 Matt Wood And so that, that is a huge investment that we've been making at AWS for nearly a decade now.
- ▶ 30:54 Alex Kantrowitz He's a VP of product at AWS, focused on AI.
- ▶ 36:36 Matt Wood I like a lot of our customers at AWS, and it is inspiring.
- ▶ 37:54 Alex Kantrowitz Is it AWS learning from the rest of the workflow inside Amazon, or people inside Amazon learning from AWS? 2 times in the scene
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