Even with substantial upgrades across its AI stack, analysts say AWS’s ecosystem remains only half-built: powerful in parts but still lacking the cohesion enterprises are looking for. AWS kicked off re:Invent 2025 with a defensive urgency that is unusual for the cloud leader, arriving in Las Vegas under pressure to prove it can still set the agenda for enterprise AI. With Microsoft and Google tightening their grip on CIOs’ mindshare through integrated AI stacks and workflow-ready agent platforms, AWS CEO Matt Garman and his lieutenants rolled out new chips, models, and platform enhancements, trying to knit the updates into a tighter pitch that AWS can still offer CIOs the broadest and most production-ready AI foundation. Is there a winner in AI race?

