Bloomberg Technology AWS CEO Matt Garman Lays Out Amazon’s AI Plans
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May 30, 2025 
In this enlightening discussion, Matt Garman, CEO of Amazon Web Services, shares insights on how AWS is leaning into AI to fuel its growth. He elaborates on the integration of generative AI in various operations and the strategic initiatives that are shaping the future of cloud technology. Garman also highlights the significance of emerging markets in Latin America and discusses the evolving landscape of AI amidst ongoing U.S.-China tech tensions. Strap in for a deep dive into how AWS plans to revolutionize cloud computing and AI!
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China's Stimulus in Tech Amid Tariffs
- China's $70 billion stimulus plan targets new infrastructure and AI to boost its economy amid U.S. tariffs.
- Both China and the U.S. are promoting domestic tech while using tariffs to protect industries.
Grok's Strategy and NVIDIA Synergy
- Grok avoids business in China as a strategic move due to unfair competition and IP risks.
- Grok's inference chips complement NVIDIA's training GPUs, boosting NVIDIA's profitability by increasing training demand.
Microsoft Sees Strong Copilot Adoption
- Microsoft reported dozens of customers with over 100,000 active Copilot users, signaling strong enterprise AI adoption.
- Tracking real usage is key to avoiding unused software licenses and maximizing AI investments.