Stock Markets April 28, 2026 01:24 PM

OpenAI Expands Model Access to Amazon Bedrock, Adds Codex and Agent Tools on AWS

Move follows contract renegotiation with Microsoft and secures large compute and spending commitments with Amazon

By Sofia Navarro MSFT AMZN
OpenAI Expands Model Access to Amazon Bedrock, Adds Codex and Agent Tools on AWS
MSFT AMZN

OpenAI has made its newest AI models and the Codex coding agent available on Amazon's Bedrock service and is launching a developer service to build production-ready AI agents on Amazon Web Services. The arrangement follows a renegotiation with Microsoft that removed exclusive cloud sales terms and accompanies major commercial and compute commitments between OpenAI and Amazon.

Key Points

  • OpenAI has added its latest AI models and the Codex coding agent to Amazon Bedrock and is launching a service for building production-ready AI agents on AWS.
  • Amazon invested $50 billion in OpenAI; OpenAI has committed to spend $100 billion on AWS over the next eight years and will use two gigawatts of compute powered by Amazon's Trainium chips.
  • The announcement follows a renegotiation with Microsoft that removed exclusivity on selling OpenAI models via Azure, allowing OpenAI to partner with other cloud vendors.

April 28 - OpenAI is making its latest artificial intelligence models and the Codex coding agent available through Amazon's cloud platform, the companies announced on Tuesday. In addition, OpenAI said it is introducing a service that enables developers to create production-ready AI agents using its most advanced models on Amazon Web Services.

At an event in San Francisco, Matt Garman, CEO of AWS, said the change reflects customers' long-standing request to keep their AI workloads and data within the AWS environment. "This is what our customers have been asking for a really long time. Their production applications run in AWS. Their data is AWS," he said, adding that customers will no longer need to leave AWS to access the AI models they want.

The announcement came a day after OpenAI and Microsoft renegotiated a contract that had previously allowed Microsoft to exclusively sell OpenAI's models on its Azure cloud platform. According to the companies, the revised terms create the opportunity for OpenAI to form additional partnerships with cloud providers, including Amazon and Google.

Amazon and OpenAI have deepened commercial ties in recent months. Amazon made a $50 billion investment in OpenAI. In return, OpenAI committed to spend $100 billion on Amazon Web Services over the next eight years. The companies also agreed that OpenAI will be able to access two gigawatts of compute capacity driven by Amazon's in-house Trainium AI chips.

The deal arrives as OpenAI seeks to secure more computing capacity to expand its enterprise business. The company faces competition from rival Anthropic, whose Claude models have drawn steady enterprise interest and helped position that startup as a leading competitor in the AI market.

Market indicators included in the announcement noted Microsoft shares were up 0.96% while Amazon shares were down 1.12% at the time of reporting.


Context and implications

The moves mean OpenAI's frontier models and developer tools will be available inside Amazon's cloud ecosystem, and OpenAI has committed significant future spending on AWS. AWS has also pledged substantial compute capacity through Trainium chips for OpenAI's use. The companies described the arrangements as catering to customer demand for staying within a single cloud environment for both applications and data.

Details on specific deployment timelines for particular models or the developer service were not provided beyond the general rollout announcement.

Risks

  • Concentration risk for OpenAI and AWS, given OpenAI's $100 billion spending commitment to AWS over eight years - impacts cloud infrastructure and enterprise IT spending.
  • Competitive pressure from rival Anthropic and its Claude models, which have gained steady enterprise adoption, poses uncertainty for market share in enterprise AI - impacts AI software and cloud services.
  • Potential commercial and strategic uncertainty for cloud providers as contract terms change following the renegotiation with Microsoft - impacts cloud platform competition and enterprise procurement.

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