OpenAI models coming to Amazon Bedrock: Interview with OpenAI and AWS CEOs

In a major shift for enterprise AI, OpenAI CEO Sam Altman and AWS CEO Matt Garman announced Bedrock Managed Agents, powered by OpenAI, during a Stratechery interview. This comes after Microsoft and OpenAI amended their agreement, allowing OpenAI to serve its products on any cloud provider, including AWS. Previously, Azure held exclusive rights to OpenAI models, which limited OpenAI's reach as many enterprises preferred their existing cloud providers. The new arrangement lets OpenAI tap into AWS's massive enterprise customer base, while Microsoft remains the primary cloud partner with a non-exclusive license through 2032 and continued revenue share until 2030.

Bedrock Managed Agents is designed to make AI agents more accessible for organizations with data in AWS. It functions similarly to Codex but locally within AWS, offering enhanced security and complexity management. The service aims to simplify workflows across organizations. During the interview, Altman and Garman discussed how AWS created the cloud category and how AI mirrors that shift. They also touched on Trainium chips and why partnering with AWS makes sense compared to Google's integrated approach. This move positions OpenAI to compete more effectively with Anthropic, which has gained traction by being available on multiple clouds.