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

AWS is reshaping its infrastructure stack and capacity allocation around agentic workloads while betting $220 billion in 2026 capex that AI demand isn't a bubble.

• $220B capex, 2M GPUs: AWS's 2026 capital spend is $220 billion, and Amazon recently announced plans to buy 2 million NVIDIA GPUs over the next couple of years.
• Startups get priority access: AWS says yes in some form to ~60% of GPU capacity requests, intentionally reserving scarce capacity for startups even though it could sell it all to frontier labs.

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