On December 1st, Eastern Time, Amazon , the world's largest cloud service company... The annual cloud computing conference hosted by AWS (AWS) The AWS Re:Invent 2025 event opened in Las Vegas, USA.
Currently, AWS accounts for one-fifth of Amazon's sales, and in many quarters, its profits exceed half of the entire Amazon Group. Therefore, this event is of great significance to Amazon, both in the short and long term.
However, Amazon's biggest competitor right now is Microsoft. And Google are working on artificial intelligence With continued progress in cloud computing , Amazon must prove that its massive investments in artificial intelligence have yielded returns on both technology and capital.
Therefore, tonight's opening speech by AWS CEO Matt Garman, Beijing time, is likely to be the most anticipated highlight of the night.
Will the next generation of NOVA AI models be unveiled?
Reinvent 2025 was held from December 1st to 5th. This year's main theme was " AI Agents ." As the world's largest cloud services conference, AWS announced major service updates and shared application cases for various solutions at this event.
At this event, AWS will host over 600 technical workshops to explore how AI agents can innovate applications, work environments, and business processes in AWS's own way, giving attendees the opportunity to learn about the latest developments in this rapidly evolving field.
A year after Amazon launched its internal Nova AI foundation model, Amazon's next-generation Nova AI model is set to be one of the most anticipated focuses in the market , and it is likely to be one of the core topics of AWS CEO Matt Garman's opening keynote address.
According to sources familiar with the matter, AWS is expected to release a new generation of Nova models that will be a multimodal model capable of processing text, speech, images, and video, and generating text and images.
JPMorgan Chase Analyst Doug Anmuth predicts that Amazon will "continue to reinforce its AI/cloud strategy and opportunities" at the event and may release updates on multiple fronts.
Amazon's self-developed AI chip Can it catch up with Google's TPU?
Since the tech world's focus is largely on the race to develop AI chips, the entire industry will also use this conference to closely monitor the latest developments of Amazon's self-developed Trainium AI chip .
JPMorgan analysts predict that AWS will update the release timeline, performance, and customer adoption of Trainium at this conference—Trainium 3 is expected to be priced about 40% lower than Trainium 2.
Given the increasing adoption of Trainium 2 by Amazon partner Anthropic, Ambrose expects Amazon to release a preview version of Trainium 3 by the end of this year, with an upgraded version available in early 2026. Ambrose specifically noted that providing clear information on this matter is crucial, given recent concerns that the release of Trainium 3 "may be delayed until the second quarter of 2026."
However, the market has doubts about whether Amazon's self-developed chips can catch up with its competitors.
Currently, Amazon's Trainium chip has only reached the second or third generation, while Google's TPU has evolved to the seventh generation, and Nvidia... The GPUs used are around the tenth generation. This has made Amazon's customers less enthusiastic about adopting Trainium, and even engineers at Anthropic, a key AI partner of Amazon, prefer to use Google's TPUs. Therefore, the market is eagerly awaiting more specific data and information from Amazon at this year's re:Invent conference regarding the performance improvements of Trainium 3.
AWS's collaborations with other companies
Besides AWS products, other highlights of the event included AWS's collaborations with other companies, particularly OpenAI.
The collaboration between AWS and OpenAI involves a seven-year, $38 billion agreement aimed at running and scaling workloads on AWS infrastructure, which is undoubtedly a major victory for AWS in the AI computing power market.
In addition, the progress of Anthropic's collaboration with AWS, as one of Amazon's most important AI allies, is also noteworthy.
Despite Anthropic's Claude model leading in sales on AWS's core AI product, Bedrock, Anthropic has recently forged a closer partnership with Google, AWS's main cloud computing competitor. Google and Anthropic announced a massive cloud computing deal worth tens of billions of dollars in October, and there are rumors that Google is in preliminary talks with Anthropic to increase its investment in the company.
Therefore, the partnership between AWS and Anthropic will also attract significant attention from investors.
Five keynote speeches by AWS executives
At this event, AWS executives will deliver five keynote speeches showcasing the company’s technological breakthroughs in AI agents, cloud infrastructure, and foundational models.
From 24:00 on December 2nd to 2:30 AM Beijing time the following day, AWS CEO Matt Garman will deliver his first keynote speech , sharing how to reshape infrastructure models and create new experiences to empower customers. Garman will also be collaborating with Sony. John Kodera, Group Chief Digital Officer, Shantanu Narayen, CEO of Adobe, and May Habib, CEO and co-founder of Writer, discussed AI transformation strategies.
From 00:30 to 02:30 Beijing time on December 4th, Dr. Swami Sivasubramanian, Vice President of AWS Intelligent Agents AI, will join Colleen Aubrey, Senior Vice President of AWS Application AI Solutions, and Byron Cook, Vice President and Distinguished Scientist of AWS Automated Inference Group, to deliver a speech entitled "The Future of Intelligent Agent AI Has Arrived".
From 7:00 to 8:30 a.m. Beijing time on December 4, Dr. Ruba Borno, Vice President of Global Experts and Partners at AWS, will deliver a presentation entitled “Partner Advantages,” which will include a fireside chat with AWS CEO Matt Garman to discuss how AWS solutions can empower customer transformation.
From 1:00 AM to 2:30 AM Beijing time on December 5th: Peter DeSantis, Senior Vice President of Practical Computing, and Dave Brown, Vice President of Computing and Machine Learning Services, will join Jae Lee, CEO and co-founder of TwelveLabs, to discuss infrastructure innovation. TwelveLabs' multimodal AI foundational models are powering next-generation video understanding on Amazon Bedrock.
From 7:30 AM to 8:30 AM Beijing time on December 5th, Amazon Chief Technology Officer Dr. Werner Vogels will deliver a keynote speech, which will also be the closing speech of this conference. Vogels will discuss software development in an AI-driven world. How will it evolve?
“We believe that as discussions about AI from AWS become clearer, it will reduce pressure on Amazon’s stock price and drive it to perform better by the end of this year and into 2026,” said Ambrose of JPMorgan Chase .
(Article source: CLS)
