Amazon's enterprise AI strategy, explained by Neil Ward-Dutton

Neil Ward-Dutton, an IDC analyst focused on AI, automation, data and analytics, said three announcements on the first day of the conference were of note. “AWS AI Factories is one,” he said. “These are AWS AI infrastructure and software stacks, built and managed by AWS, but deployed in customers’ own datacentres. “These are, at least initially, aimed at the largest customers with the most challenging security or sovereignty requirements.”

The second, he said, was Amazon Nova Forge. “This is the ability for customers to bring their own training data corpuses to part-trained Nova models, completing model training to create domain-specialised models that can be deployed to Bedrock,” said Ward-Dutton.

The third is the “policy specification and evaluations in Bedrock AgentCore”, which is a group of agent-based AI tools and products announced by AWS in July 2025. He said the new elements “specify verifiable operational policies that constrain AI agents’ access to tools, resources and data”.

“The first wave of enterprise GenAI activity is primarily focused on accessing ‘AI at a distance’,” added Ward-Dutton. “This only takes you so far, and organisations are now in the middle of finding that out. What will get enterprises to true value at scale is not what got them to this point.

“The next phase of enterprise AI activity – if it is to be successful – has to embrace the absorption and integration of AI technologies into business processes, workflows, systems of engagement, data and knowledge, security and privacy approaches, regulatory responses, and geopolitical and sovereignty concerns,” he said.”

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