BREAKING
AWS, Microsoft Pledge $3.5B on AI Units
0B
AWS FDE
0B
MS Frontier
0
MS staff
AWS FDE vs Microsoft Frontier
AWS FDE$1B
Agentic-first, short cycles
Customer self-reliance
Led by Francessca Vasquez
Microsoft Frontier$2.5B
~6,000 embedded experts
Intelligence + Trust
Led by Rodrigo Kede Lima
How AWS Pods Work in ~45 Days
15-6 person pod
2Build semantic layer
3Deploy agentic AI
4Customer self-reliance
Most AI Pilots Never Ship
Implementation Is the New Product
AI NEWS BLITZ
AWS and Microsoft are pouring billions into embedding engineers inside customer companies.