{"id":21171,"date":"2026-04-29T07:22:08","date_gmt":"2026-04-29T07:22:08","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/21171\/"},"modified":"2026-04-29T07:22:08","modified_gmt":"2026-04-29T07:22:08","slug":"aws-ceo-matt-garman-interview-huge-business-opportunity-in-ai-powered-software","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/21171\/","title":{"rendered":"AWS CEO Matt Garman interview: Huge business opportunity in AI-powered software"},"content":{"rendered":"

AWS chief executive Matt Garman<\/a> isn\u2019t losing any sleep over talk of the \u201cSaaSpocalypse.\u201d<\/a> In fact, he\u2019s so confident companies will continue to buy software-as-a-service in the age of AI that he\u2019s pushing Amazon<\/a> Web Services into the SaaS business, and rolling out various products aimed directly at office workers and other professionals.<\/p>\n

On Tuesday AWS unveiled Amazon Quick<\/a>, a desktop application that lets users interact with an AI chatbot to handle personal productivity tasks like creating work presentations and arranging meetings. The company also announced a trio of new Connect applications to help workers with tasks in specialized fields such as hiring, healthcare, and supply chain management.<\/p>\n

For the world\u2019s leading cloud computing provider, whose core business involves helping companies like Netflix<\/a>, Adidas<\/a>, and Pfizer<\/a> run their websites and operations online, selling software for individual workers is quite a change of pace.\u00a0<\/p>\n

In an interview with Fortune on Tuesday, Garman described it as a \u201chuge business opportunity\u201d for AWS and said the advent of agentic AI is what prompted the company to dive in.<\/p>\n

\u201cAs we look across applications, we see that so many applications are getting done with AI and agents. And we think that there is just such a massive change out there that everything is going to be remade,\u201d Garman said.<\/p>\n

\u201cI don\u2019t think personal productivity has really been remade for the last 30 years,\u201d Garman said in reference to the new Quick application.\u00a0 Quick will be available to individual users even if they\u2019re not AWS customers, with both a free tier and a premium tier.\u00a0<\/p>\n

\u201cThere are going to be millions of successful applications that people us; obviously the vast, vast majority of them will not be built by Amazon or AWS, but we think there are a handful of them that we can build that will be pretty successful and that customers will like,\u201d said Garman.<\/p>\n

AWS showed off the new products at an event in San Francisco Tuesday in which the company also announced details of a new partnership with OpenAI<\/a>. For the first time, AWS business customers will be able to integrate OpenAI\u2019s AI models directly into their products and services. Until now, OpenAI\u2019s GPT models were only available via Microsoft\u2019s cloud thanks to an exclusive partnership that Microsoft<\/a> and OpenAI struck several years ago. That agreement was revised<\/a> this week, opening the door for AWS to include the latest GPT models and OpenAI\u2019s Codex coding tool for its cloud customers alongside other models such as Anthropic\u2019s Claude and Meta\u2019s Llama.<\/p>\n

While Garman would not provide details of the financial terms of AWS\u2019s new partnership with OpenAI, he noted that it includes a revenue share. Earlier this year, Amazon invested $50 billion in OpenAI, and the company has been working with OpenAI on training its models and in other areas.<\/p>\n

The product announcements come one day before Amazon is set to report its first-quarter results, which will take place after the close of market on Wednesday. AWS is Amazon\u2019s fastest-growing business segment, with revenue rising 20% to $128.7 billion in 2025, and the company\u2019s most profitable, earning $45.6 billion in operating income last year.\u00a0<\/p>\n

Garman, who joined AWS as an intern in 2006, was appointed CEO of the business in May 2024<\/a>. His leadership of Amazon\u2019s cloud business has coincided with the AI boom and the remarkable scramble among cloud providers, including Microsoft, Google<\/a>, and Oracle<\/a>, to spend eye-popping<\/a> sums building data centers and other AI infrastructure.\u00a0<\/p>\n

Amazon has said it plans to lay out $200 billion in capital expenditures this year, up more than 50% from its $131 billion in 2025 capex.<\/p>\n

Asked if he could have imagined such massive investments when he took the CEO reins two years ago, Garman said that AWS has always been in a capital-intensive line of business.\u00a0\u00a0<\/p>\n

\u201cI don\u2019t know if I would have exactly expected we would be at the rate we are now, but it\u2019s heavily tied to how fast the business is growing,\u201d he said. \u201cSo the faster the business grows the more capex we need to spend to make sure we have capacity for customers. But if you look at the economics of AWS you\u2019re going to invest in that all day.\u201d<\/p>\n

Because of its experience and expertise operating data centers efficiently and at low cost, Garman said, AWS\u2019s move to offer customers AI-powered software like Quick and Connect products would not weigh on profit margins.\u00a0<\/p>\n

\u201cWe get to run and benefit from all the efficiencies that we get from AWS,\u201d Garman said. \u201cWe think many of these could have higher margins than just the infrastructure, where you add continuous value on top of those.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"AWS chief executive Matt Garman isn\u2019t losing any sleep over talk of the \u201cSaaSpocalypse.\u201d In fact, he\u2019s so…\n","protected":false},"author":2,"featured_media":21172,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,321,25,322,425,5283,157,404],"class_list":{"0":"post-21171","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai","8":"tag-ai","9":"tag-amazon","10":"tag-artificial-intelligence","11":"tag-aws","12":"tag-cloud-computing","13":"tag-fortune-500-companies","14":"tag-openai","15":"tag-saas"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/21171","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=21171"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/21171\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/21172"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=21171"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=21171"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=21171"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}