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Building the Cloud for AI Agents | AWS CEO Matt Garman

AWS CEO Matt Garman joins a16z’s Raghu Raghuram to discuss AI infrastructure investment, cloud capacity, and the power, construction and supply-chain constraints shaping expansion.

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Original publisher: a16z

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In this a16z interview, AWS CEO Matt Garman discusses how AI is reshaping cloud infrastructure, from GPU capacity and custom chips to the physical constraints behind data center growth. The conversation includes capital investment, electricity supply, construction and supply-chain planning.

Published October 8, 2026 · Approximately 56 minutes.

View original publisher and recording · Watch on YouTube

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