Building the Cloud for AI Agents | AWS CEO Matt Garman

AWS CEO Matt Garman and a16z’s Raghu Raghuram discuss how AI is transforming cloud computing, focusing on the needs of AI-native startups and infrastructure designed for agents. Key topics include the GPU allocation problem, whether AI CapEx is a bubble, data center myths, and the strategic importance of Graviton and Trainium. They also explore challenges enterprises face with agents and discuss AI risk, Hugging Face, and Continuum.