OpenAI said it has signed a $38 billion agreement to use AWS and its Amazon EC2 UltraServers immediately. Under the deal, OpenAI will access hundreds of thousands of NVIDIA GPUs and likely CPUs for AI agents.
Amazon Web Services custom AI chip Trainium2 is fully subscribed and Trainium3 will feature about a 40% performance boost and the ability to reach more customers, said Amazon CEO Andy Jassy.
Amazon Web Services' revenue growth in the third quarter accelerated 20% as the unit delivered operating income of $11.4 billion on revenue of $33 billion.
Amazon Web Services said Project Rainier, an AI compute cluster powered by 500,000 Trainium2 chips, is now in use for Anthropic.
Amazon said it will cut 14,000 corporate jobs as it restructures and looks to leverage AI to boost efficiency.
Amazon Web Services said Amazon Bedrock AgentCore is generally available and said the AgentCore software development kit has seen more than 1 million downloads from customers.
Amazon Web Services launched Amazon Quick Suite, which combines Amazon Q Business features with Amazon Quick Sight as well as new capabilities for automation and research in a move to bolster business user and AI agent collaboration.
When Abrigo, which provides compliance, credit risk, and lending software for financial institutions, launched a series of new capabilities to its Abrigo AI suite in September this year, the effort was more than a product launch. The additions were the payoff in product velocity as a result of a broader cloud and data transformation.
OpenAI released two open-weight models--gpt-oss-120b and gpt-oss-20b--but the real news revolves around distribution. These two new OpenAI models have a wide distribution including availability on Amazon Web Services for the first time.
Amazon CEO Andy Jassy's long-winded defense of Amazon Web Services' AI strategy sure caused some consternation, but fears are likely misplaced. After all, nuance doesn't play well on Wall Street and neither do the laws of large numbers.
Amazon Web Services' revenue in the second quarter jumped 17.5% to $30.9 billion, which is good for an annual revenue run rate approaching $124 billion.
