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AWS re:Invent 2025 — AWS Switches into Full-Throttle AI Mode

Publisher IDC
Published Feb 02, 2026
Length 9 Pages
SKU # IDC20844927

Description

This IDC Market Perspective shares an overview of AWS re:Invent 2025 that marked a pivotal inflection point, with AWS positioning itself as the foundational platform for the agentic era — where autonomous AI agents, not just applications, drive enterprise value. The event showcased AWS' full-stack reinvention: from custom silicon (Trainium 3/4) and sovereign AI factories to Bedrock's model platform and the AgentCore Runtime for secure, scalable agent deployment. AWS' partner ecosystem was front and center, with new programs, expanded marketplace capabilities, and strategic co-investment models designed to accelerate partner innovation and revenue. The conference highlighted the shift from IaaS resell to agent orchestration services, the rise of verticalized agentic solutions, and the criticality of secure, policy-driven agent governance. AWS' message was clear: The multitrillion-dollar opportunity of the agentic era will be captured by those that build, distribute, and operationalize on the company's platform, leveraging new tools, funding, and ecosystem integrations to deliver measurable business outcomes."AWS re:Invent 2025 announcements make clear that the next wave of enterprise innovation will be won by those who harness its agentic stack, transforming AI from isolated projects into autonomous, scalable value engines across every industry." — Danielle Ibran, research analyst, Worldwide Infrastructure Channels and Latin America Ecosystems Programs

Table of Contents

9 Pages

Executive Snapshot

Key Takeaways

Recommended Actions

New Market Developments and Dynamics

The AWS Partner Network keeps growing and adapting

AI infrastructure and AI factories

Bedrock, Nova, and Nova Forge

AgentCore and "frontier agents"

Transform and AI-accelerated modernization

AWS Marketplace, a new economy

Strategic alliances

IDC's Point of View

Seizing the agentic opportunity

Leverage agent-owned margins through vertical extension

Build on AgentCore as the production runtime

Accelerate with Nova Forge for proprietary differentiation

Cobuild with GSIs via Transform composability

Capitalize on hybrid and sovereign momentum

Alliances growth through customer-centric co-innovation and ecosystem integration

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Related research

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