In this keynote analysis from AWS re:Invent 2025, theCUBE’s John Furrier joins
analysts Paul Nashawaty, Zeus Kerravala and Sarbjeet Johal to unpack how Amazon
is redefining cloud infrastructure through the lens of agentic AI. The panel
breaks down Matt Garman’s declaration that "agents are the new cloud," exploring
key announcements surrounding the Nova model family, AgentCore and Amazon
Bedrock. The discussion highlights AWS’ strategic pivot from merely abstracting
infrastructure complexity to abstracting work itself, effectively bridging the
gap between professional coders and "citizen developers" while unifying the
experience for builders at every level. The conversation digs deeper into the
practical realities of enterprise AI adoption, emphasizing the critical role of
security, governance and compliance in moving from proof-of-concept to
production. Kerravala, Johal and Nashawaty analyze AWS’ vertically integrated
approach – spanning from custom silicon like Trainium and Inferentia to the
application layer – and how this full-stack strategy allows customers to train
models on proprietary data with improved price-performance. The group also
debates the evolving competitive landscape, noting how AWS is equipping
organizations to build autonomous, long-running agents that function as
teammates rather than just tools.
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Ken Exner, Elastic
In this keynote analysis from AWS re:Invent 2025, theCUBE’s John Furrier joins
analysts Paul Nashawaty, Zeus Kerravala and Sarbjeet Johal to unpack how Amazon
is redefining cloud infrastructure through the lens of agentic AI. The panel
breaks down Matt Garman’s declaration that "agents are the new cloud," exploring
key announcements surrounding the Nova model family, AgentCore and Amazon
Bedrock. The discussion highlights AWS’ strategic pivot from merely abstracting
infrastructure complexity to abstracting work itself, effectively bridging the
gap between professional coders and "citizen developers" while unifying the
experience for builders at every level. The conversation digs deeper into the
practical realities of enterprise AI adoption, emphasizing the critical role of
security, governance and compliance in moving from proof-of-concept to
production. Kerravala, Johal and Nashawaty analyze AWS’ vertically integrated
approach – spanning from custom silicon like Trainium and Inferentia to the
application layer – and how this full-stack strategy allows customers to train
models on proprietary data with improved price-performance. The group also
debates the evolving competitive landscape, noting how AWS is equipping
organizations to build autonomous, long-running agents that function as
teammates rather than just tools.
Ken Exner, chief product officer at Elastic, joins Jackie McGuire, principal analyst at theCUBE Research, for an in-depth conversation during AWS re:Invent 2025. The discussion centers around developments in artificial intelligence (AI), particularly Elastic's innovations and the vital role of context engineering in advancing AI applications.
With a significant industry tenure, including 16 years at AWS and a current position as chief product officer at Elastic, Exner details their journey and contributions at Elastic. The focus is on how Elastic utili...Read more