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
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Discussion
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@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/ ...
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@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
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@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]
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@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…
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@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]
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@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.
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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. …
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@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.
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@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
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@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!
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@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.”
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@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
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@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.…
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@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...
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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 …
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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 …
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@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…
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@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…