332: 2025 Re:Invent Predictions Draft – May The Odds Be Ever In Your Favor

Welcome to episode 332 of The Cloud Pod – where the forecast is always cloudy! It’s Thanksgiving week, which can only mean one thing: AWS Re:Invent predictions! In this special episode, Justin, Jonathan, Ryan, and Matt engage in the annual tradition of drafting their best guesses for what AWS will announce at the biggest cloud conference of the year. Justin is the reigning champion (probably because he actually reads the show notes), but with a reverse snake draft order determined by dice roll, anything could happen. Will Werner announce his retirement? Is Cognito finally getting a much-needed overhaul? And just how many times will “AI” be uttered on stage? Grab your turkey and let’s get predicting!

Titles we almost went with this week:

• Roll For Initiative: The Re:Invent Prediction Draft
• Justin’s Winning Streak: A Study in Actually Doing Your Homework
• Serverless GPUs and Broken Dreams: Our Re:Invent Wishlist
• Shooting in the Dark: AWS Predictions Edition
• We’re Never Good at This, But Here We Go Again
• Vegas Odds: What Happens at Re:Invent, Gets Predicted Wrong

AWS Re:Invent Predictions 2025

The annual prediction draft is here! Draft order was determined by dice roll: Jonathan first, followed by Ryan, Justin, and Matt in last position. As always, it’s a reverse order format, with points awarded for each correct prediction announced during the Tuesday, Wednesday, and Thursday keynotes.

Jonathan’s Predictions

1. Serverless GPU Support – An extension to Lambda or a different service that provides on-demand serverless GPU/inference capability. Likely with requirements for pre-warmed provisioned instances.
2. Agentic Platform for Continuous AI Agents – A service that allows agents to run continuously with goals or instructions, performing actions periodically or on-demand in the real world. Think: running agents on a schedule that can check conditions and take automated actions.
3. Werner Vogels Retirement Announcement – Werner will announce that this is his last Re:Invent keynote and that he is retiring.

Ryan’s Predictions

1. New Trainium 3 Chips, Inferentia, and Graviton Chips – New generation of AWS custom silicon across training, inference, and general compute.
2. Expanded Model Availability in Bedrock – AWS will significantly expand the number of models available in Bedrock, potentially via partnerships or integrations with additional providers.
3. Major Refresh to AWS Organizations – UI-based or functionality refresh providing better visibility into SCPs, OU mappings, and stack sets across organizations.

Chapters

• (00:00:02) - Episode 332: Reinvent Predictions For
• (00:01:26) - Reinvent: The Contest
• (00:03:35) - How to Predict the AI Announcement
• (00:04:23) - Serverless GPUs: First Step
• (00:05:58) - SageMaker vs. Amazon: The Fight
• (00:09:56) - What is the Future of AI Agents?
• (00:11:03) - Facebook is an Agent Platform, but...
• (00:11:38) - AWS: Bedrock Expansion & OpenAI Partnership
• (00:15:09) - Top Tech Speakers: ML, AI and the Warner Key
• (00:16:15) - Third and Final Prediction
• (00:17:15) - WSJDLive: Future of AWS IT refresh
• (00:18:18) - 3 of the Best Security Hub Features
• (00:19:22) - AWS: Cognito 2.0 or Agentic Identities?
• (00:21:27) - Tiebreaker: How Many Times Will AI Be Said?
• (00:23:28) - What to Do to Reinvent Yourself at Reinvent 2012
• (00:24:00) - Amazon