Breaking news: AWS moves at re:Invent make the cloud giant an AI player

In this special news analysis edition of the Targeting AI podcast from AI Business, Esther Shittu and Shaun Sutter interview R "Ray" Wang of Constellation Research, with Wang live from the AWS re:Invent 2025 conference in Las Vegas. Wang says AWS's new frontier AI agents represent a major step in the development of agentic AI, and other AI vendors are likely to follow AWS's lead. He also notes that AWS's new Trainium AI chips position AWS to be less reliant on AI chips from Nvidia, though the AI hardware giant continues to be a major chip provider to AWS. Wang also notes that AWS's new "AI factories" are crucial for the growing sovereign AI movement, as countries and regions worldwide are establishing their own AI industries and are less dependent on the U.S. and China.

Featuring R "Ray" Wang, founder and analyst at Constellation Research

In this episode, we cover how:

• The demand for AI chips is growing rapidly.
• AWS's Trainium AI chips offer cost-effective options for developers.
• Pre-built models are essential for speeding up development.
• AWS is focusing on providing choices for developers.
• The integration of AI into existing systems is crucial for businesses.
• AWS is catching up in AI capabilities compared to competitors.
• The importance of governance and security in AI deployment.
• Startups are increasingly building on AWS infrastructure.
• The future of AI will involve multi-agent systems across platforms.

To learn more about AWS, generative AI, agentic AI and sovereign AI, check out AI Business from Informa TechTarget, and please subscribe to our newsletter to keep up to date on the most important AI news.

To watch video clips from our podcast, subscribe to our YouTube channel, @EyeonTech.

References:

• AWS Launches Frontier Agents
• AWS Opens First Innovation Hub for APAC
• AWS Developing High-Performance Autonomous AI Agents