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An interview with AWS CEO Matt Garman on why AWS will be “a better partner to OpenAI” than Microsoft, high chip demand, Jeff Bezos' Project Prometheus, and more

AWS CEO Matt Garman on why Amazon will “be a better partner” than Microsoft.  Also: His reaction to bubble fears …

Sources Alex Heath

Discussion

  • @alexeheath.com Alex Heath on bluesky
    Interviewed AWS CEO Matt Garman about Amazon's big partnership with OpenAI, and he came out swinging:  —  “Obviously, that investment has worked out great for Microsoft.  I think we'll be a better partner to OpenAI... We really do view it as a win-win.  We don't just say that.” s…
  • @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.
  • @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…
  • @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
  • @openainewsroom @openainewsroom on x
    Earlier this year, OpenAI and @amazon partnered to bring OpenAI's frontier capabilities to enterprises, startups, and customers around the world. We're taking the next step: making our models, Codex, and Bedrock Managed Agents available to @awscloud customers, in limited
  • @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
    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/ ...
  • @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…
  • Samantha Klingelhofer Samantha Klingelhofer on linkedin
    the thing i like about this is that it makes the “which model should we use?” question a lot more practical …
  • Garrett McCarthy Garrett McCarthy on linkedin
    In February, we announced our strategic partnership with Amazon.  Today, we're excited to see that partnership come to life. …
  • 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 …
  • 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.
  • @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…
  • @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