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Moor Insights & Strategy

The Claude-ification Effect - Does Microsoft Copilot Cowork Offer Something New? 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ANALYST INSIGHT: Tenstorrent Is Disrupting the Inference Market MI&S Weekly Analyst Insights — Week Ending May 29, 2026 RESEARCH NOTE: Panasonic TOUGHBOOK 56 Brings Much-Needed Updates to the Rugged Form Factor RESEARCH NOTE: Amazon’s Acquisition of Globalstar Accelerates Amazon Leo Ambitions RESEARCH NOTE: IBM Turns Sovereignty Into a Product ANALYST INSIGHT: Mission-Critical ERP Needs Mission-Critical Agents RESEARCH NOTE: Cadence Leans into EDA Super Agents at Cadence LIVE 2026 MI&S Weekly Analyst Insights — Week Ending May 22, 2026 RESEARCH NOTE: Distance Technologies Partners on Kia Vision Meta Turismo Concept Car Retail AI Requires a Fundamentally Different Approach to Implementation — Research Brief BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on CNBC, May 20, 2026 Enterprises Need To Be Careful Before They Go All-In On Anthropic RESEARCH NOTE: AT&T, T-Mobile, and Verizon Create Unprecedented Joint Venture for D2D Satellite Simplicity MI&S Weekly Analyst Insights — Week Ending May 15, 2026 Carriers Form D2D Satellite JV, 6G Expectations Cool & Data Center Pushback in Socorro RESEARCH NOTE: Google’s Gemini Enterprise Agent Platform Is a Serious Bid for the Agentic Control Plane BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA and U.S.–China Trade Relations on CNBC, May 13, 2026 RESEARCH NOTE: Motorola’s All-New Razr Fold Headlines a Mostly Unchanged Razr Lineup RESEARCH NOTE: SAP’s Bet on an Open Data Foundation for Agentic AI RESEARCH NOTE: Samsung Galaxy S26 Ultra — Samsung’s Halo Is Better Than Ever MI&S Weekly Analyst Insights — Week Ending May 8, 2026 Nvidia & Corning Unite, NTIA Report, ConnectX, FWA Uplink and 6G Spectrum News RESEARCH NOTE: Adobe CX Enterprise, An Agentic Control Plane for Orchestrated Customer Experience and AI Discovery RESEARCH NOTE: T-Mobile’s New SuperBroadband Aims to Solve Business Broadband Pain Points BROADCAST ANALYSIS: Patrick Moorhead Discusses AMD Earnings and Arm on CNBC, May 6, 2026 RESEARCH NOTE: Samsung’s Redesigned Galaxy Book6 Pro with Intel Core Ultra 3 Is a Welcome Upgrade RESEARCH PAPER: From Devices to the Cloud — Arm's Relevance in the Age of AI RESEARCH NOTE: Qlik’s Bet on Production-Grade Agentic AI RESEARCH NOTE: Google TPU 8: Architecture, Context, and Enterprise Relevance ANALYST INSIGHT: How Google’s Agentic Data Cloud Redefines What Context Means for the Enterprise MI&S Weekly Analyst Insights — Week Ending May 1, 2026 T-Mobile Super Broadband, Fiber Expansion, Satellite MVNO Rumors, & Big Tech Earnings — The 6G Podcast RESEARCH BRIEF: Oracle's Blueprint for Agentic AI RESEARCH NOTE: Devices Launched at MWC 2026 — Smartphones, Robots, AI, and PCs BROADCAST ANALYSIS: Patrick Moorhead Discusses Hyperscaler Earnings on CNBC, April 29, 2026 ANALYST INSIGHT: Google Cloud’s AI Hypercomputer at Next 2026: Real Co-Design, Targeted Reach RESEARCH NOTE: Meta Ray-Ban Display: Bridging the Gap Between Smart Glasses and AR AI Canvases Move From Collaboration To Core Revenue And IT Operations RESEARCH NOTE: Samsung Galaxy XR Headset: A Strong Hardware Foundation Waiting on Software DataCenter Podcast: Episode 58 — We’re Talking AI Bottlenecks, Google Cloud Next TPU 8 Review MI&S Weekly Analyst Insights — Week Ending April 24, 2026 RESEARCH NOTE: First-Take Analysis: Nuvacore Emerges From Stealth Mode RESEARCH NOTE: The HP Z2 Mini G1a: A Tiny Powerhouse for the AI Workstation Era RESEARCH NOTE: HP Imagine 2026: HP Evolves in the Era of AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Apple's New CEO and Future Strategic Direction on CNBC, April 20, 2026 RESEARCH NOTE: Lenovo Closes Infinidat Acquisition — What Does It Mean for Enterprise Storage? 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RESEARCH NOTE: RPT-1 Is Turning SAP Data Into Insightful AI RESEARCH NOTE: Dell Pro 14 Premium Laptop with 5G Connectivity BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on Yahoo Finance, February 25, 2026
AWS Summit New York: Strong Infrastructure And Developer Gains, With Quick And Messaging To Watch
Jason Andersen · 2026-06-18 · via Moor Insights & Strategy

Amazon Quick Desktop Credit: Amazon Web Services

This week I attended the AWS Summit in New York, which I have found to be a useful checkpoint on AWS progress — a read on the prior year’s re:Invent and a preview of the one coming this fall. A number of things stood out, and my net read is that AWS made real progress in security and the developer stack, while its ambitions for a general-purpose user-assistance agent and product messaging remain promising but unproven. Consider this Field Note a high-level macro view, with deeper dives to come in the next few weeks.

What really stood out

The infrastructure story remains strong. There’s a new Graviton 5 chip, but the bigger story was Continuum, a family of agents designed to deliver earlier, better security at AI scale. As we are learning with Claude Mythos and Project Glasswing, scaled security is becoming a defining problem — and AWS is right to push detection and remediation more to the left in the build process.

A much-improved development and code automation layer. The keynote’s baseline argument — that more productive coding does not equal faster or better releases — led to a more holistic approach across the entire SDLC. The developer story is no longer just the Kiro IDE, which now has an iOS app similar to Claude Dispatch and builds on the spec-driven approach I covered at re:Invent (Six Five On the Road). There are also new agents for Dev/Ops and release management, plus the next evolution of Transform as a continuous software improvement tool. Additionally, there were many additions such as a new Harness automation capability in the AgentCore foundation I detailed in my December research paper. AgentCore will get a deeper dive from me in the coming weeks as I research the future of AI Cloud Stacks. 

What to keep an eye on

Entering the general-purpose agent space with Amazon Quick. Quick is AWS’ enterprise answer to Claude Cowork and is similar to Microsoft Copilot Cowork. I like the embedded knowledge graph for context, which should improve results the more it is used and spare users from building their own second brain, as so many of us do with Claude today. But it is a new product and my first impression is that it needs more soak time with customers on usability. That said, I will be using Quick over the next week or two to see if my impressions change. Ultimately, the real test is whether the Quick team can wire in AWS’ core agentic differentiators — model choice, security, and evaluations in a future release. I have high expectations for Quick by the re:Invent timeframe.

Evolving AWS messaging and positioning. It was notable to see Continuum and the developer portfolio placed in a clear customer context — explaining specific challenges and issues — rather than buried in the usual avalanche of loosely connected product announcements. That is a welcome shift. The caution: marketing can quietly set the stage for a change in strategy, and I’d advise AWS not to stray too far from what it does best, which is letting builders build great stuff as opposed to the more integrated stack approach of AWS’ hyperscaler competition. 

Walking away from the event, AWS showed continued, credible progress on the agentic and AI fronts, and I respect its willingness to test new products and marketing approaches. But as with last year, several of these innovations will need time to prove themselves — and Quick and the new messaging are where I’ll be checking AWS’ work first.