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AWS re:Invent 2025 — Infrastructure Announcements and Market Implications

Publisher IDC
Published Feb 05, 2026
Length 11 Pages
SKU # IDC20844926

Description

This IDC Market Perspective discusses AWS infrastructure announcements and market implications at re:Invent 2025. AWS re:Invent 2025 marked a strategic pivot toward AI-first, vertically integrated infrastructure, unveiling custom silicon, advanced compute and storage, and managed AI Factories for sovereign, high-performance workloads. These innovations reflect AWS' intent to deliver consistent, scalable, and regulatory-compliant AI infrastructure across cloud, edge, and on-premises environments, positioning AWS as a foundational partner for enterprises navigating the demands of data gravity, sovereignty, and next-generation AI applications."AWS is not just building the future of cloud — it's engineering the infrastructure backbone for the AI-first era, where data gravity and sovereignty reshape every boundary." — Jasdeep Singh, research manager, Cloud and Infrastructure Services at IDC

Table of Contents

11 Pages

Executive Snapshot

New Market Developments and Dynamics

Compute

Storage

Custom Silicon

Graviton5

Trainium3 and Trainium3 UltraServers

Trainium4 (Announced in Development)

AWS AI Factories

AWS Interconnect

IDC's Point of View

Learn More

Related Research

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