Interview with OpenAI and AWS CEOs about Bedrock Managed Agents
OpenAI and AWS are collaborating on Bedrock Managed Agents, a new service powered by OpenAI's technology to streamline AI agent workflows for enterprises using AWS. This partnership follows a revised agreement between OpenAI and Microsoft, which now allows OpenAI to offer its models on cloud platforms other than Azure. While Microsoft remains OpenAI’s primary cloud partner with continued IP licensing through 2032, exclusivity has been lifted, and revenue share payments from OpenAI to Microsoft will continue under a capped structure until 2030. The shift reflects growing enterprise demand for multi-cloud AI access and strengthens AWS’s position in the AI infrastructure race.
- ▪OpenAI and AWS are launching Bedrock Managed Agents, an AI service designed to simplify enterprise workflows within AWS using OpenAI models.
- ▪Microsoft and OpenAI amended their agreement, ending Azure's exclusive access to OpenAI models and making Microsoft’s IP license non-exclusive.
- ▪Microsoft remains OpenAI’s primary cloud partner, with models launching first on Azure unless Azure cannot support them.
- ▪OpenAI will continue paying Microsoft a capped revenue share through 2030, and Microsoft retains its major equity stake in OpenAI.
- ▪The change allows OpenAI to deploy its products across any cloud provider, responding to enterprise demand for flexibility and multi-cloud AI deployment.
Opening excerpt (first ~120 words) tap to expand
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents Tuesday, April 28, 2026 Good morning, As I noted yesterday, today’s Stratechery Interview is early in terms of my timing — Tuesday instead of Thursday — and late in terms of delivery — 1pm Eastern instead of 6am — because the topic was embargoed. That embargo created a bit of a weird situation for me over the last several days: Last Friday I conducted the following interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about Bedrock Managed Agents, powered by OpenAI; naturally, one of my questions was about how this fit in with OpenAI’s deal with Microsoft giving Azure exclusive access to OpenAI models.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Stratechery by Ben Thompson.
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