
AWS re:Invent 2025
Accelerating AI, Sovereignty, and Autonomous Networks
This report delivers a strategic analysis of AWS re:Invent 2025, spotlighting how AWS is redefining cloud and AI for telecom and enterprise. The event showcased a bold shift from simple model prompting to agentic platforms—where AI agents drive outcomes across operations, customer experience, and innovation.
Key highlights include AWS’s AgentCore framework, enabling telcos to build intelligent, outcome-driven systems, and its investment in custom silicon (Graviton5, Trainium3) to power next-generation AI workloads. The concept of AI Factories is posited as a potential game-changer for regulated industries, offering sovereign, secure environments for AI development and deployment. Appledore shares its own views on that in this report.
The report also explores telco transformation stories from BT, O2 Telefónica, AT&T, Orange, and T-Mobile demonstrating how cloud-native architectures and AI-powered autonomy are reshaping network operations, commerce, and customer engagement. BT’s vision of a Dark NOC and Ericsson’s Cognitive Loop exemplify the move toward Level 4 autonomous networking.
With insights from AWS leadership, including CEO Matt Garman, the report discusses critical themes: sovereignty in cloud architecture, hybrid strategies, and the economics of AI infrastructure. It concludes with actionable recommendations for CSPs, NEPs, and OSS vendors on platform-led operations, data governance, and partner ecosystems.
As AI, sovereignty, and automation converge, this report is essential reading for telecom leaders seeking to stay ahead in 2026. Read now to discover how AWS and its partners are shaping the future of intelligent, sovereign networks and telecom operations.
For some related free to read resources on AWS in telecom, see:
Table of Contents
Executive Summary
- AWS re:Invent overview
- Key themes: AI infrastructure, agentic platforms, sovereignty
AWS Market View
- Transition from model prompting to outcome-driven agents
- AWS AgentCore and frontier agents
- Custom silicon: Graviton5, Trainium3, heterogeneous clusters
- AI Factories for sovereignty and regulated workloads
Highlight Session: Making Level 4 Autonomous Networking a Reality with BT
- BT’s “Dark NOC” vision
- Data-driven operations and AI-powered autonomy
- Organizational and architectural transformation
Q&A with Matt Garman
- AWS’s AI and cloud strategy
- Capex cycles and AI infrastructure economics
- Developer productivity and agentic tooling
- Sovereign cloud architecture for Europe
- Multi-cloud and hybrid strategy
- Long-term technologies: quantum, LEO, SMRs
Telco-Focused Proof Points
- O2 Telefónica: Migrating 5G Core to AWS Cloud
- BT: Rebuilding network operations with AI and AWS
- AT&T: Accelerating transformation with Agentic AI
- Ericsson: Cognitive Loop and System Comprehension Lab
- T-Mobile: Digital commerce transformation
- Orange: Networks for AI and AI for Networks
Final Thoughts and Recommendations
- Platform-led operations and automation strategy
- Data operating model and governance
- Policy and safety architecture
- Hybrid and sovereignty considerations
- Partner strategies for NEPs, OSS vendors, and SIs