LIVE from Amazon Web Services (AWS) re:Invent, Constellation analysts give their unique POVs on the conference and report a clear shift: #AWS is moving from infrastructure to applied AI and agents...
Key takeaways from this ConstellationTV episode:
đź’ˇ AI = models + data. Nova, Nova Forge, and Nova Sonic are solid, but the real differentiator is how AWS helps customers govern and activate their first-party #data.
💡 From IaaS to “frontier #agents.” AWS is positioning itself as an “almost apps” company with frontier agents built on its own foundation models.
đź’ˇ Amazon Connect as a proof point. Now a $1B+ ARR business, Connect shows how applied AI can handle complex service and support at both #enterprise and SMB scale.
đź’ˇ Partners and marketplace on top. For the first time, partner-led solutions exceeded direct sales, signaling that an ecosystem of builders and ISVs will drive AI adoption.
AI is still early and “complicated as hell,” but the move to intelligent, outcome-focused solutions is unmistakable.
