Hosting MCP servers and governing MCP servers are different problems.
When AgentCore launched in October 2025, the obvious question for anyone building MCP infrastructure was: is this the end of the category? It is a serious product from a serious company. AWS shipped microVM-per-session isolation, up to 8-hour session limits, consumption-based pricing that does not charge for I/O wait, and a Gateway service that centralizes MCP tool routing across MCP servers, REST APIs, and AWS Lambda functions. It is good work.
It is also not the answer to the enterprise MCP problem, because AgentCore solves hosting, and the enterprise problem is governance.
A managed runtime inventories what its customers register with it. In a 5,000-person enterprise, the small minority of MCP servers that platform engineering built deliberately — with security review, with intent to be managed — belong on AgentCore (if the customer is already on AWS). The other ninety percent — built by application teams, by data engineers, by individual developers wrapping internal REST APIs in 30 minutes — were never registered with anyone. They are running on dev VMs, under desks, in development namespaces, on employee laptops. They have credentials. They are not, and will never be, configured as AgentCore Gateway targets, because the people who run them do not know AgentCore Gateway exists.
That is not a critique of AWS. It is a recognition that managed hosting and federated governance are different layers of the stack. AgentCore is built for the first. MCP Orchestrator is being built for the second.