Amazon CEO Andy Jassy said the company now designs products for “non‑human” patrons that “will hit ‘buy’ without a person in the loop.” That shift dominated a call that otherwise could have been a standard victory lap: solid retail trends, a sturdy ad business and double‑digit cloud growth. Following up on a hint dropped during the Q1 earnings concerns about agentic AI architecture, Jassy confirmed that he wants Amazon to be the leader in agentic AI development and infrastructure. And not only can agentic AI plan a trip, reconcile invoices or write code, it also burns through computing power. In May, it open‑sourced “Strands,” a toolkit for creating agents. Last week it rolled out “AgentCore,” a server‑less runtime Jassy called “the industry’s first secure, scalable way to give agents memory, identity and observability.” The clear subtext: AWS aims to be the place where enterprise agents live, not merely where they train. Amazon’s own consumer‑facing device is Alexa+, a Gen AI upgrade now in early access to millions of U.S. households. Jassy called it “much more intelligent than her prior self,” capable of stringing together multi‑step requests like dimming lights, queuing dinner music and adjusting the thermostat. Engagement, he said, is “meaningfully higher,” and over time could unlock new subscription or advertising revenue streams.