Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/2/25
Dec 3, 2025
Matt Garman, the Chief Executive of Amazon Web Services, dives deep into the future of cloud infrastructure and AI. He discusses AWS's impressive $132 billion run rate and 20% growth, highlighting the vital role AWS plays in the AI landscape. Garman explains innovative tools like AWS Transform and Kiro for modernizing legacy systems, as well as the competitive edge provided by their custom Tranium chips. He envisions massive growth potential for AWS as workloads shift to the cloud, making it crucial for businesses navigating the AI arms race.
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AWS Drives Market Focus
- Jim Cramer highlights AWS as the market's focus because of cloud and AI infrastructure.
- Matt Garman emphasizes AWS's scale and 20% growth as central to Amazon’s value.
Tools To Modernize And Accelerate
- Matt Garman says customers want tools to modernize legacy systems and speed AI development.
- AWS announced Transform and Kiro to automate migrations and accelerate developers.
Frontier Agents And Open Training
- Garman calls frontier agents and Nova Forge potential game-changers for enterprise AI.
- Frontier agents run autonomously at scale and Nova Forge enables customers to finish training models with their data.
