Jason Ballard, Chris Jangareddy & Rima Olinger
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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