Veytics Intelligence
2026-10-09 · Yahoo

Why AI bubble fears aren't keeping this Amazon boss up at night

Renewed fears in some areas of the investing world of an AI bubble aren't keeping Amazon (AMZN) AWS CEO Matt Garman up at night. "We feel really good about the spend we're making now," Garman said in a new podcast posted on the YouTube page of venture capital outfit Andreessen Horowitz. "I get lots of questions about how you feel about that spend, and 'are you nervous about a bubble?' We take a diversified approach, so not all of our capacity is bundled up in one customer. Also, AWS is where people come to launch their production workloads. The majority of our usage today is core compute, storage, and inference ... Those are the workloads that just aren't gonna go away.

Read the full Veytics brief

We show the main point publicly. Create a free account to continue reading the full article, save it, discuss it, and connect it with market and OSINT context.