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Friday

  1. The New Stack

    AWS Hydro Team: Using Compilers to Intercept Coding Errors Outside the Agent Trust Boundary

    Shadaj Laddad, research lead for the AWS Hydro team, believes that code review can no longer keep up with the speed at which agents write code, and advocates placing correctness checks outside the agent trust boundary, enforced by the compiler—for example, the Rust borrow checker catches race conditions before runtime, while Hydro catches multiple classes of defects in distributed systems at compile time. The team is researching how to turn recurring design patterns such as idempotency into general-purpose guardrails, while acknowledging that compilers have limitations: AI-generated Rust code can compile successfully yet still be wrong. Hydro and the same team's open-source agent runtime Infinity are both jointly developed by AWS and UC Berkeley and hosted at hydro.run.

    Shadaj Laddad, research lead for the AWS Hydro team, believes that code review can no longer keep up with the speed at which agents write code, and advocates placing correctness checks outside the agent trust boundary, enforced by the compiler—for example, the Rust borrow checker catches race conditions before runtime, while Hydro catches multiple classes of defects in distributed systems at compile time. The team is researching how to turn recurring design patterns such as idempotency into gene

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    #hot-signal#Industry news#Agents#English text is being prepared.

Saturday

  1. Wallstreetcn

    Amazon CEO Jassy: AWS's AI business has an annualized revenue of over $25 billion, and $220 billion in capital expenditure for 2026 is still not enough

    Amazon CEO Andy Jassy said on the a16z podcast that in the first three years of the generative AI wave, AWS's AI business has reached an annualized revenue run rate of over $25 billion, hundreds of times AWS's roughly $60 million in its early days. He said that under capital expenditure of about $220 billion for 2026, capacity for 2026 is already sold out, 2027 is essentially sold out, and a considerable portion of 2028 has also been sold, and that inference costs are still an order of magnitude too expensive, which is the main obstacle to widespread enterprise adoption of AI. He also mentioned that the Bedrock team rebuilt the inference engine with 6 engineers in 76 days, a task that previously required 40 people for a year.

    Amazon CEO Andy Jassy said on the a16z podcast that in the first three years of the generative AI wave, AWS's AI business has reached an annualized revenue run rate of over $25 billion, hundreds of times AWS's roughly $60 million in its early days. He said that under capital expenditure of about $220 billion for 2026, capacity for 2026 is already sold out, 2027 is essentially sold out, and a considerable portion of 2028 has also been sold, and that inference costs are still an order of magnitude

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    #chinese#Industry news#English text is being prepared.#English text is being prepared.
  2. Story2 reports · 1 facts

    Jassy says most AWS capacity is already booked through 2028

    Amazon CEO Andy Jassy said that most of AWS's capacity is already booked through 2028. In an interview on the Andreessen Horowitz podcast, he revealed that AWS's large-scale compute capacity for 2026 has been fully booked, 2027 is essentially sold out, and a considerable portion of 2028 has also been locked in early by customers. Jassy mentioned that Amazon disclosed earlier this year that capital expenditure for 2026 will reach about $220 billion, mainly directed toward data centers, servers, and networking equipment; but he also said that data centers, power, and memory resources are tight, and the shortage may not end in 2027. He also said that 99% of AWS's top 1,000 EC2 customers already use its self-developed Graviton processor, that Trainium chips offer about 30% to 40% better price-performance than comparable processors, and that AI inference costs still need to fall by about tenfold to drive enterprise-scale adoption.

    Amazon CEO Andy Jassy said that most of AWS's capacity is already booked through 2028. In an interview on the Andreessen Horowitz podcast, he revealed that AWS's large-scale compute capacity for 2026 has been fully booked, 2027 is essentially sold out, and a considerable portion of 2028 has also been locked in early by customers. Jassy mentioned that Amazon disclosed earlier this year that capital expenditure for 2026 will reach about $220 billion, mainly directed toward data centers, servers, a

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  3. FactRelated story

    Jassy said most of AWS's capacity is already booked through 2028

    Amazon CEO Andy Jassy said that most of AWS's capacity is already booked through 2028. In an interview on the Andreessen Horowitz podcast, he revealed that AWS's large-scale compute capacity for 2026 has been fully booked, 2027 is essentially sold out, and a considerable portion of 2028 has also been locked in early by customers. Jassy mentioned that Amazon disclosed earlier this year that capital expenditure for 2026 will reach about $220 billion, mainly directed toward data centers, servers, and networking equipment; but he also said that data centers, power, and memory resources are tight, and the shortage may not end in 2027. He also said that 99% of AWS's top 1,000 EC2 customers already use its self-developed Graviton processor, that Trainium chips offer about 30% to 40% better price-performance than comparable processors, and that AI inference costs still need to fall by about tenfold to drive enterprise-scale adoption.

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    View story:Jassy says most AWS capacity is already booked through 2028

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