The reorganization’s public narrative is about “focusing on agents.” But beneath the surface, four disruptions reveal deeper strategic shifts—these are the things not in the press release.
Internal teams built overlapping retrieval technology independently. Bedrock Knowledge Bases and Quick Suite used similar RAG technology targeting different customer groups. In mid-2025, Knowledge Bases moved under a Quick Suite executive (Jigar Thakkar, ex-Microsoft Teams) to unify stacks. The signal: teams racing to build similar AI capabilities suggests coordination gaps at scale.
2. SageMaker Consolidation Setback
In 2024, AWS announced plans to fold Glue, EMR, and Athena under the SageMaker brand—creating a unified data/ML platform. The March 2025 reorg separated data and ML teams into different organizations, forcing integration work to restart. Agents took priority over data platform. This creates an opening for Databricks and Snowflake.
3. The DeSantis Signal
Peter DeSantis moved out of AWS to lead Amazon’s Nova models, custom chips, and quantum computing—reporting directly to Andy Jassy. AI research was elevated from an AWSproduct to an Amazon-level corporate priority, mirroring Google’s Gemini structure.
4. Anthropic Positioning
Amazon invested $8B+ in Anthropic, generating $12.8B in TTM paper gains. Project Rainier was built specifically for Anthropic. This is the deepest AI partnership in industry history—positioning AWS as the “Switzerland of AI infrastructure” while building proprietary capabilities.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
