AWS CEO Matt Garman compares AWS's initial infrastructure approach to early competing cloud offerings from Google and Microsoft.
Opinion
Garman calls Anthropic Claude models the best performing in the world
“I think people love using Anthropix Claude models. Those are fantastic, and right now, those are the best performing models in the world which is fantastic.”
Assertion Supported
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”
Assertion Not checkable as stated
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…”
Assertion Supported
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…”
Prediction Not checkable as stated
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”
Prediction Not checkable as stated
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, …”