Amazon(US:AMZN) Huan Qiu Wang·2025-06-23 08:00Core Insights - The emergence of Agentic AI is imminent, driven by advancements in large model capabilities, key protocol implementations, reduced inference costs, and mature development tools [1][3] - Agentic AI represents a shift from simple query-response interactions to autonomous task completion by AI-driven "digital employees" across various industries [1][3] Industry Overview - Current models exhibit near-human cognitive abilities, with the Model Context Protocol (MCP) acting as a standardized interface for AI interaction, and Agent-to-Agent (A2A) collaboration protocols enhancing inter-agent cooperation [3] - Inference costs have decreased by approximately 280 times over the past two years, making large-scale deployment feasible [3] Strategic Recommendations - Companies must prepare for Agentic AI by establishing a unified AI-ready infrastructure that prioritizes security, reliability, flexibility, and technological leadership [3][4] - Data governance is crucial, as breaking down data silos and implementing enterprise-level data management directly impacts the capabilities and value generation of Agentic AI [3][4] Business Transformation - The Agentic AI era signifies a major shift in business paradigms, moving from cost optimization to leveraging AI for innovation, enhanced customer experience, and new business models [4] - Examples of companies like Uber and Netflix illustrate how AI is fostering new business forms, such as Cursor (AI programming) and Perplexity (AI search) [4] Amazon's Strategic Directions - Amazon Web Services (AWS) aims to empower Chinese enterprises for globalization through a comprehensive support system covering global resources, security compliance, and ecosystem networks [4] - AWS is also focused on fostering innovation in the Chinese market by leveraging its cloud services to support local and multinational business growth and AI innovation [4]