Keep pulling the thread on Matt Garman.
AWS CEO Matt Garman believes that every application is being remade with AI and agents.
AWS is adding OpenAI's frontier models to its Amazon Bedrock service.
OpenAI's model 5.4 is available in preview on Amazon Bedrock as of the time of the interview, with model 5.5 expected to be available within a couple of weeks.
AWS and OpenAI are collaborating on a new offering called 'Managed Agents featuring OpenAI' to help customers build stateful agentic applications.
OpenAI has made a large commitment to use AWS services, with a particular focus on AWS Trainium chips, to grow its business.
According to AWS CEO Matt Garman, the global market for AI capacity is supply-constrained, with demand exceeding available supply.
AWS is launching a desktop application for its AI assistant, Quik.
AWS is using its Connect platform to apply AI and agent technology to enterprise applications in supply chain, contact centers, and healthcare.
AWS Connect and Salesforce have a long-standing partnership, with many customers using the two products in conjunction.
A significant portion of AWS's current AI revenue is generated from customers accessing frontier models through the Amazon Bedrock service.
AWS expects its application-layer products, including Amazon Quick, Connect, and Kiro, to become meaningful contributors to its overall AI revenue.
Prior to the new partnership, AWS customers who wanted to use OpenAI models had to access them directly from OpenAI or through another cloud provider like Azure, while running the rest of their application on AWS.