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matt garman

T2 · manager / operator

CEO of AWS since 2024, oversees cloud infrastructure, AI services, and custom silicon (Trainium, Graviton), previously ran sales and marketing.

2 calls·1 name·100% bull·last heard 8 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$AMZNAmazonposition

AWS CEO sees broad-based AI demand driving $25B run rate and rising capex

AWS AI business hit $25B revenue run rate with growth across frontier labs, startups, and enterprises in every industry; inference workloads increasingly dominate; $220B capex plan for 2024 with five-year customer commitments through 2028; Trainium chips deliver 20-30% inference cost savings and are sold out through 2025.

Bloomberg Tech2026-08→

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recurring themes

2 total
$AMZN
···
Amazon
HIGHmatt garman·Bloomberg Tech·8 days ago· position
AWS CEO sees broad-based AI demand driving $25B run rate and rising capex
AWS AI business hit $25B revenue run rate with growth across frontier labs, startups, and enterprises in every industry; inference workloads increasingly dominate; $220B capex plan for 2024 with five-year customer commitments through 2028; Trainium chips deliver 20-30% inference cost savings and are sold out through 2025.
"IT'S ACROSS THE BOARD, THE GROWTH WE ARE SEEING NOW. MUCH OF THAT IS AI LABS BUILDING MODELS ON TOP OF AWS, BUT A LOT OF THAT GROWTH IS SPREAD ACROSS START UP AND ENTERPRISE CUSTO…"
23:26
$AMZN
···
Amazon
HIGHmatt garman·Bloomberg Tech·8 days ago· position
AWS CEO: AI revenue run rate hits $25B, capex rising to $220B with 5-year visibility
AI growth is broad-based across enterprises and frontier labs, inference workloads accelerating, customers signing 5-year commitments through 2028, demand significantly outstrips supply justifying sustained capex increases.
"IT'S ACROSS THE BOARD, THE GROWTH WE ARE SEEING NOW. MUCH OF THAT IS AI LABS BUILDING MODELS ON TOP OF AWS, BUT A LOT OF THAT GROWTH IS SPREAD ACROSS START UP AND ENTERPRISE CUSTO…"
23:26