AWS CEO Matt Garman says AI inference is still under 1% of its eventual scale

AWS CEO Matt Garman said AI inference currently represents less than 1% of its eventual scale, signaling that cloud demand tied to running trained models remains in its earliest phase. The remark positions AWS to capture a much larger share of AI workloads over time, though supply constraints could limit how much of that demand the company converts in the near term. The disclosure matters for investors gauging the durability of AI-driven cloud growth, since inference is expected to become a recurring revenue stream as model deployment expands. What to watch next is whether AWS can ease capacity bottlenecks and translate inference demand into measurable cloud revenue growth.