If Amazon Web Services\u2019 annual re:Invent tech conference proves anything, it\u2019s that the cloud infrastructure player is going all in on AI. <\/p>\n
AWS made dozens of announcements, from new AI agents<\/a> and updated large language models<\/a>, to products with LLM<\/a> and agent-building capabilities<\/a>. AI for enterprise was everywhere. But are its customers just as eager?<\/p>\n AWS CEO Matt Garman acknowledged during his keynote that enterprises haven\u2019t seen a return on AI investment yet. He thinks that\u2019s about to change \u2014 and fast.<\/p>\n \u201cI believe that the advent of AI agents has brought us to an inflection point in AI\u2019s trajectory,\u201d Garman said. \u201cIt\u2019s turning from a technical wonder into something that delivers us real value. This change is going to have as much impact on your business as the internet or the cloud.\u201d<\/p>\n While analysts told TechCrunch they were impressed by some of AWS\u2019 tech announcements this week, they aren\u2019t sure it\u2019s enough to move the needle on enterprise AI adoption or change AWS\u2019 position in the AI race.<\/p>\n AWS is one of the market leaders when it comes to cloud infrastructure; the same can\u2019t be said for its enterprise AI offerings.<\/p>\n Anthropic, OpenAI, and Google hold a commanding lead when it comes to enterprise market share<\/a> for actual AI models. AWS does have the advantage of having everything in house, including infrastructure and its own AI training chips.<\/p>\n Techcrunch event<\/p>\n \n\t\t\t\t\t\t\t\t\tSan Francisco Naveen Chhabra, a principal analyst at Forrester, told TechCrunch over email that while AWS announced a lot of cool new technology, it doesn\u2019t change the fact that many enterprises aren\u2019t ready to adopt AI. <\/p>\n \u201cAWS AI announcements show that AWS is thinking ahead and maybe far too ahead,\u201d Chhabra wrote. \u201cMost enterprises are still piloting AI projects and are rarely at the levels of maturity AWS expects them to be to take advantage of the offerings that come out of these announcements.\u201d<\/p>\n A widely cited MIT study<\/a> from August found that 95% of enterprises aren\u2019t seeing a return on investment from AI.<\/p>\n Ethan Feller, an equity strategist at Zacks Investment Research, told TechCrunch in a phone interview that the new Nova AI models, agents, and model-building capabilities weren\u2019t what stood out to him as interesting from this week \u2014 despite these being the products AWS hyped the most. Instead, it was the infrastructure announcements.<\/p>\n \u201cThe AWS AI factory is really compelling,\u201d Feller said about a new initiative that allows customers to run AWS AI in their own data centers<\/a>. \u201cAWS is a huge player in where the models are being run and is dominant in the cloud industry. I think that is where Amazon\u2019s expertise really lies. It\u2019s a good thing to double down on where they have expertise.\u201d<\/p>\n Feller likes that AWS is looking to make a vertical AI play, but he thinks it may make more sense to do so through partnerships with other AI players like Anthropic and Nvidia as opposed to using all of their own AI technology.<\/p>\n Despite all of this, AWS is still well-positioned to carve out market share in the AI sector, while continuing to grow its core businesses.<\/p>\n AWS\u2019 position as an industry-leading cloud provider means it has a solid business foundation despite what happens in the AI market because it provides the rails for the industry\u2019s technology \u2014 regardless of what the AI trend of the moment is.<\/p>\n If the AI industry ends up being the bubble some say it is, AWS, which recorded $11.4 billion in operating income<\/a> in the third quarter, will likely be less affected by a negative change in AI market conditions than its peers.<\/p>\n This gives AWS room to experiment and iterate on what its place in the AI market could look like down the road. That\u2019s why even if enterprises aren\u2019t ready for the tech they release today, AWS should keep working to improve it.<\/p>\n Follow along with all of TechCrunch\u2019s coverage of the\u00a0annual enterprise tech event here<\/a>, and see all the announcements\u00a0you may have missed thus far here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"If Amazon Web Services\u2019 annual re:Invent tech conference proves anything, it\u2019s that the cloud infrastructure player is going…\n","protected":false},"author":3,"featured_media":428722,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,9828,2431,24142,738,5170,196402,45691,305,158,67,132,68],"class_list":{"0":"post-428721","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-agents","10":"tag-amazon","11":"tag-anthropic","12":"tag-artificial-intelligence","13":"tag-aws","14":"tag-aws-reinvent-2025","15":"tag-llms","16":"tag-openai","17":"tag-technology","18":"tag-united-states","19":"tag-unitedstates","20":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115672496395418500","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/428721","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=428721"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/428721\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/428722"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=428721"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=428721"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=428721"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n\t\t\t\t\t\t\t\t\t\t\t\t\t|
\n\t\t\t\t\t\t\t\t\t\t\t\t\tOctober 13-15, 2026\n\t\t\t\t\t\t\t<\/p>\n