Bloomberg Talks AWS CEO Matt Garman Talks AI Race
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Dec 2, 2025 
Matt Garman, CEO of Amazon Web Services, dives into the fascinating world of AI and cloud computing. He shares insights on the powerhouse partnership with Anthropic, underscoring its immense demand for computing resources. Garman introduces the latest AI chip, Trainium3, emphasizing advancements in cost and efficiency. He also discusses AWS's strategy in expanding its capacity and ensuring an optimal mix of Tranium and GPUs to meet customer needs. Lastly, he highlights the challenges of industry-wide supply constraints amid a booming demand.
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Full-Stack Control Accelerates Chip Deployment
- AWS controls the full stack from silicon to data centers which lets it deploy Trainium3 rapidly at scale for customers.
- This vertical control enables landing large clusters and delivering strong performance and efficiency gains.
Rapid Iteration To Match Insatiable Compute Demand
- AWS plans to iterate Trainium on an accelerated cadence to meet near-insatiable demand for compute power.
- The goal is squeezing more compute into an existing power footprint so customers can build higher-value applications.
Dual-Accelerator Strategy For Customer Choice
- AWS supports both NVIDIA GPUs and its own Trainium because different workloads favor different accelerators.
- Offering both options and integrating the latest NVIDIA tech gives customers maximum choice and performance.