Matt Garman

Garman said AWS sees a very large AI opportunity and is seeking responsible funding methods so it can scale as big as possible for customers.

When we see such a really large opportunity in front of us, we are looking for ways to also responsibly fund that so that we can go as big as possible for our customers

Garman says AWS sees a very large AI opportunity and is seeking responsible financing, such as supplier financing, to scale as big as possible for customers.

"When we see such a really large opportunity in front of us, we're looking for ways to also responsibly fund that so that we can go as big as possible for our customers,"

Matt Garman said AWS's AI compute through 2028 is sold out, and AWS will keep capex high and buy 2 million Nvidia GPUs over the next few years.

AWS CEO Matt Garman recently said that AI compute capacity through 2028 is already sold out, that AWS capital expenditure is about $220 billion in 2026 and will stay high next year to meet global enterprise demand, and that AWS has committed to buying 2 million Nvidia GPUs over the next few years.

Original (zh)

其AWS部門執行長Matt Garman，日前曾表示至2028年的AI算力已經售鑿，AWS 2026年資本支出約2,200億美元，明年將維持高資本支出，以滿足全球企業的需求，並承諾在未來幾年採購輝達GPU達200萬顆。

Matt Garman said AWS customers have long wanted to run OpenAI models on the platforms where their applications and data already reside.

Customers have long wanted to run OpenAI models on the platforms where their existing applications and data already live.

Original (zh)

AWS首席执行官Matt Garman当时表示，客户长期以来都希望能在现有应用和数据所在的平台上运行OpenAI模型。

Matt Garman said in an interview that companies should not blindly replace junior employees with AI.

亚马逊云科技（AWS）首席执行官 Matt Garman 在访谈中提到，企业不应盲目用 AI 替代刚毕业的初级员工

Garman warned that moratoriums on data centers could cost the U.S. the AI race, stressing urgency because other countries also see AI's economic and national security benefits.

“If these measures are enacted, the U.S. could be writing its own losing ticket to this race, and the consequences would last generations,” he wrote. “As a country, we can’t afford to find ourselves in that position. There is urgency to this data center build out because we aren’t the only country that sees the benefits of AI for the economy and national security.”

Garman rejects the claim that data centers drive up electricity rates, calling it scapegoating and citing state-level data showing mixed or slower-than-average cost changes.

This is misleading and convenient scapegoating. First, the facts: if you look across states with large numbers of data centers, costs have gone up in some (e.g., Illinois, New York), down in some (e.g., Indiana and Mississippi), and grown slower than the national average in places like Texas.