Overview
- Developer and runtime releases center on agents, with Strands SDK adding TypeScript and edge support, Bedrock AgentCore providing memory, identity, tool orchestration, policy controls and evaluations, the Kiro IDE assisting builds, Nova Forge enabling model customization, and Nova Act enabling reliable browser actions.
- AWS said Trainium2 has reached a multi‑billion‑dollar revenue run rate with over a million chips in production and significant Anthropic usage, while Trainium3 is generally available with at least 4.4x more compute performance and 4x efficiency versus Trainium2 and a preview of Trainium4 was teased.
- AI Factories let customers run AWS AI hardware and services in their own data centers as a private AWS region using UltraServers with Trainium or Nvidia GPUs to address sovereignty and compliance requirements.
- Security and governance additions include Policy in AgentCore (preview) to constrain agent actions, AgentCore Evaluations to inspect behavior and safety, a new Security Agent (preview) for SDLC remediation, and IAM Policy Autopilot to generate IAM policies for coding assistants.
- Analysts praise the breadth of the stack but flag enterprise readiness, on‑prem services capacity, and competitive pressure from Nvidia and leading model providers, even as AWS touts widespread Bedrock inference on Trainium.