AMZN
AWS wants a front-row seat to the AI rewrite
Amazon’s cloud arm just made a very loud declaration: software is getting ripped up and redone. AWS CEO Matt Garman said the rise of agentic AI means “everything is going to be remade,” which is a pretty dramatic way to say the old app playbook is getting the Windows 95 treatment.
New toys for the productivity crowd
On Tuesday, AWS unveiled a batch of AI products aimed at making everyday work feel less like spreadsheet purgatory and more like having a very fast assistant who never sleeps. That includes Amazon Quick, a desktop helper for tasks like making presentations and scheduling meetings, plus new Amazon Connect apps aimed at healthcare, hiring, and supply chain workflows.
- Amazon says Quick is meant to work even for people who are not AWS die-hards.
- Connect is being tailored for industries where AI can shave off time and manual work.
- Amazon also launched Connect Talent, an AI hiring tool that screens candidates and helps run interviews for high-volume recruiting.
The OpenAI piece matters
The bigger eyebrow-raiser: AWS also announced a partnership with OpenAI, giving customers access to models like GPT and Codex through AWS infrastructure. That’s AWS basically saying, “Sure, pick your favorite model — just keep it on our rails.”
That matters because AI infrastructure is becoming a buffet, not a one-brand soda machine. The more customers build on AWS, the stickier the cloud business gets, and the easier it is for Amazon to defend its share of the AI gold rush.
Why investors should care
Garman also defended the company’s rising AI spending, saying customer demand is still strong and profitability is holding up. Translation: AWS is spending like a teenager with a new credit card, but it’s arguing the bill will pay for itself.
Big picture: this wasn’t just a product drop. It was Amazon reminding Wall Street that AWS still wants to be one of the landlords of the AI internet.