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Amazon and OpenAI announce an expanded deal that will make OpenAI's models available from AWS, a day after OpenAI revised its Microsoft partnership

Ina Fried /Axios:

Axios Ina Fried

Discussion

  • @benbajarin Ben Bajarin on x
    Wrote this growth thesis on $AMZN driven by @awscloud before this OpenAI deal. This only gives me far more confidence in the AWS growth story. https://thediligencestack.com/ ...
  • @inafried Ina Fried on x
    New @axios: OpenAI to make its models available via Amazon's servers Codex and GPT-5.4 available now in preview form with GPT-5.5 coming soon, per AWS XEO @mattsgarman
  • @benbajarin Ben Bajarin on x
    Emphasizing the tight training of the model to the harness seems to be a touted advantage from folks here from OpenAI on the AWS relationship. [image]
  • @awscloud @awscloud on x
    @OpenAI Today, we are announcing three new offerings on Amazon Bedrock: the latest OpenAI models, Codex and Managed Agents powered by OpenAI. Access OpenAI models through the same Bedrock services you already use, run Codex within the AWS environments where you already operate at…
  • @awscloud @awscloud on x
    Building production-grade AI agents and applications you can rely on takes frontier intelligence and trusted infrastructure. AWS and @OpenAI are bringing them together, so you can build with the most capable AI models and agents available. [video]
  • @benbajarin Ben Bajarin on x
    Just listening to this commentary with folks from @OpenAI here at the AWS event you can tell earnings call tomorrow on both Amazon and Microsoft will be spicy. Already hearing this deal with AWS is negative to Azure.
  • Davinder Singh Davinder Singh on linkedin
    Thrilled about our expanding partnership with OpenAI!  This is a game changer and exciting to be part of the team that's making this happen. …
  • @benbajarin Ben Bajarin on x
    Given what we have been seeing/hearing on TPU/Tranium inference economics, margins are even better (inference margins are high to begin with) but OpenAI emphasizing Tranium is partially also for better margins.
  • @cryptopunk7213 @cryptopunk7213 on x
    fantastic interview with sam altman and amazon AWS ceo matt garman on todays partnership announcement > sam thinks pre-training and post-training will converge as a singular training stack for ai models (very bullish inference test-time compute) > he also thinks the model and
  • @kyliebytes Kylie Robison on x
    That was among the biggest sticking points between the two companies. I remember not many months ago, I was told that that this clause was critical leverage for OpenAI! Now, vamoose!
  • @kyliebytes Kylie Robison on x
    No more AGI clause is huge: “Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI's technology progress, at the same percentage but subject to a total cap.”
  • @aaronpholmes Aaron Holmes on x
    Dropping the AGI clause is the biggest win for Microsoft in today's deal - removes a ton of uncertainty around whether they'd retain OpenAI IP rights in the coming years
  • @aaronpholmes Aaron Holmes on x
    NEW: MSFT and OpenAI have scrapped the controversial “AGI” clause from their deal. Now MSFT has IP rights until 2032, but they aren't exclusive, meaning OAI can sell via AWS and other clouds. And Microsoft will stop sharing rev from OAI sales on Azure: https://www.theinformation.…
  • @reckless Nilay Patel on bluesky
    If anyone thought LLMs would actually get to AGI this clause would still exist, just sayin www.theverge.com/ai-artificia...
  • Denise Holland Dresser Denise Holland Dresser on linkedin
    Today we're announcing the next phase of our partnership with Amazon Web Services (AWS)!  —  I've spoken with hundreds of customers in my first few months …
  • Ashley Kramer Ashley Kramer on linkedin
    The conversation with enterprise leaders has moved beyond experimentation.  More and more teams are focused on how to deploy AI in the environments where their work …
  • @mattsgarman Matt Garman on x
    Thought I would start posting about interesting things happening at AWS. Not a bad day to start.🚀 Today at #WhatsNextWithAWS we announced a big step forward with @OpenAI on Amazon Bedrock: 1. OpenAI models now available 2. Codex for enterprise development 3. Amazon Bedrock [image…
  • @mattsgarman Matt Garman on x
    Great to chat with @sama on @stratechery about what we're building together in Bedrock. It's a deep dive on how our teams are making it much easier to manage agents powered by @OpenAI models at scale. Excited to see what customers go build with this. Thanks to @benthompson [image…