UPDATED 15:30 EST / DECEMBER 04 2024

Paul Nashawaty, analyst at theCUBE Research, talks about Amazon's wave of AI-powered cloud services at Cloud AWS re:Invent 2024. CLOUD

AWS looks to dominate AI and cloud infrastructure services: TheCUBE Research weighs in

Amazon Web Service Inc.’s annual re:Invent conference was flooded with announcements this week as the company increases its dominance in artificial intelligence models, data analytics and AI-powered cloud services. 

Paul Nashawaty, analyst at theCUBE Research, discusses the unifying possibilities of Amazon's AI-powered cloud services.

TheCUBE Research’s Paul Nashawaty (right) and John Furrier (left) talk about the slew of AWS announcements.

The introduction of the Nova suite of AI multimodal models “makes Microsoft Ignite look like a picnic,” according to theCUBE Research’s John Furrier. Other announcements include enhancements for Amazon Bedrock and the data analytics platform, SageMaker, and the general availability of Trainium2-powered Elastic Compute Cloud for machine learning training and inference.

“I’ve been covering Amazon for years, and one of the things I’ve been noticing is the growth of building these platforms and having these tech stacks to help with these modernization efforts,” said Paul Nashawaty (pictured), analyst at theCUBE Research. “Amazon is delivering. They’re putting together these unified packages that don’t offer this bag of bits anymore, and they’re offering a single way of delivering … this tech stack.”

Nashawaty spoke with Furrier for theCUBE’s “Cloud AWS re:Invent Coverage,” during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed AI-powered cloud services and how Amazon is tackling the cloud infrastructure problem and the future of multicloud.

Amazon’s AI-powered cloud services are unifying the stack

Organizations tend to use multiple clouds, according to Nashawaty, so AWS’ efforts are aimed at unifying the high-performance, multicloud infrastructure with a developer-friendly interface. In particular, SageMaker could enable an “invisible” cloud architecture.

“Ninety-four percent of organizations use two or more clouds,” Nashawaty said. “Sixty-five percent use four or more clouds … if they’re using these multicloud or distributed cloud environments, that means that there needs to be a way to use that tech stack across these different cloud environments. So, the [Cloud Native Computing Foundation] and the projects that are being put in place, all that’s doing is amplifying that ability to use that scale up architecture, but making the cloud underneath it invisible.”

CNCF’s open-source projects will all support a unified infrastructure of federated clouds, Nashawaty believes. The other pillar of Amazon’s new releases is, of course, AI, which he predicts will revolutionize application development. Nashawaty emphasized that developers will still have jobs, but warns that companies will need to welcome AI into the tech stack or face extinction.

“In our research, we see that 67% of organizations are hiring generalists over specialists, which is [to say] they’re pushing back to organizations like Amazon,” he said. “We also see in the same study that … 24% of organizations want to release code on an hourly basis, yet only 8% can do so.”

Re:Invent tends to focus more on developers, according to Nashawaty, who believes that AWS needs to put more of an emphasis on business value to let companies know what it is actually offering.

“There’s very much a developer-centric view here, the practitioner view here,” he said. “They’re missing a lot of that business value messaging. That’s a big takeaway.”

Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s “Cloud AWS re:Invent Coverage”:

Photo: SiliconANGLE

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