Stratechery published an interview with OpenAI chief Sam Altman and AWS head Matt Garman discussing the new Bedrock Managed Agents service, which runs on OpenAI models inside Amazon’s cloud. The conversation came after Microsoft and OpenAI revised their partnership, allowing OpenAI to offer products on any provider. This shift opens the door for deeper AWS‑OpenAI integration for enterprise globally.

Under the amended deal, Microsoft stays OpenAI’s primary cloud partner, receiving first access to new models unless it cannot support required capabilities. OpenAI now ships products to customers on any cloud, forfeiting Azure‑exclusive revenue for several years. The change mirrors Anthropic’s advantage of multi‑cloud availability and signals that AWS sees the partnership as a major growth vector in cloud.

Altman described Bedrock Managed Agents as “Codex for AWS,” emphasizing local execution that simplifies security and data‑access concerns for enterprises already housed on Amazon. Garman compared it to Amazon’s earlier AgentCore, noting broader workflow support and tighter integration with AWS services like Trainium. By bundling OpenAI models with native AWS tooling, the offering aims to accelerate AI adoption across large organizations today.