AWS re:Invent 2025 - Infrastructure Announcements and Market Implications

This IDC Market Perspective discusses AWS infrastructure announcements and market implications at re:Invent 2025. AWS re:Invent 2025 marked a strategic pivot toward AI-first, vertically integrated infrastructure, unveiling custom silicon, advanced compute and storage, and managed AI Factories for sovereign, high-performance workloads. These innovations reflect AWS' intent to deliver consistent, scalable, and regulatory-compliant AI infrastructure across cloud, edge, and on-premises environments, positioning AWS as a foundational partner for enterprises navigating the demands of data gravity, sovereignty, and next-generation AI applications."AWS is not just building the future of cloud - it's engineering the infrastructure backbone for the AI-first era, where data gravity and sovereignty reshape every boundary." - Jasdeep Singh, research manager, Cloud and Infrastructure Services at IDC