亚马逊
要点
- 在微软与 OpenAI 结束独家合作协议一天后，AWS 在其 Bedrock 平台上推出了三项新的 OpenAI 服务。
- 这些新服务以有限预览形式推出，包含 OpenAI 模型，例如现已可用的 GPT-5.4、Codex，以及将 OpenAI 模型与 AWS 基础设施相结合的“Bedrock 托管智能体”。
- 此举紧随亚马逊与 OpenAI 于今年 2 月达成的一项价值高达 500 亿美元的合作协议，该协议最初因涉及微软所持的独家权利而引发法律担忧，而如今这些权利已被解除。
微软与 OpenAI 解除了他们的独家协议。一天后，AWS 在其 Bedrock 平台上推出了三项新的 OpenAI 服务，其中包括一项联合构建的智能体服务。
在微软与 OpenAI 重组合作关系并终止 Azure 对 OpenAI 模型的独家分销权一天后，AWS 与 OpenAI 在旧金山的一场活动上宣布在 Amazon Bedrock 上推出三项新服务。这三项服务均以有限预览形式推出：Bedrock 上的 OpenAI 模型、Bedrock 上的 Codex，以及由 OpenAI 驱动的 Amazon Bedrock 托管智能体。
AWS 首席执行官 Matt Garman 表示，GPT-5.4 现已可用，GPT-5.5 将在数周内推出。OpenAI 首席执行官 Sam Altman 仅通过视频方式出现，因为当时他正在奥克兰出庭参加马斯克诉讼案。
此次公告的核心是 Bedrock 托管智能体，这个企业级智能体平台在今年 2 月宣布合作时被描述为一个“有状态运行时环境”。该服务将 OpenAI 的前沿模型和智能体框架与 AWS 基础设施相结合。每个智能体都拥有自己的身份，记录所有操作，并在客户环境内运行，所有推理均通过 Bedrock 处理。托管智能体与提供默认计算环境的 Amazon Bedrock AgentCore 协同工作。
微软放弃独家权，但保留其股份
OpenAI 与亚马逊早在二月份就宣布了战略合作，涉及高达 500 亿美元的投资以及 AWS 方面 1000 亿美元的计算资源承诺。当时，微软与 OpenAI 在一份联合声明中坚称，他们之间的合作关系不会发生任何改变。今年三月，The Information 报道称，微软高管担心亚马逊云服务计划推出的产品违反了排他性协议。
据《金融时报》报道，微软甚至曾考虑对亚马逊和 OpenAI 采取法律行动。修订后的合同平息了这一冲突。
Amazon
Key Points
- One day after Microsoft and OpenAI ended their exclusivity agreement, AWS rolled out three new OpenAI services on its Bedrock platform.
- The new offerings launch as a limited preview and include OpenAI models like the now-available GPT-5.4, Codex, and "Bedrock Managed Agents," which pair OpenAI's models with AWS infrastructure.
- The move follows a February partnership between Amazon and OpenAI worth up to $50 billion, a deal that initially raised legal concerns at Microsoft over the exclusivity rights that have now been lifted.
Microsoft and OpenAI dissolve their exclusivity deal. One day later, AWS rolls out three new OpenAI offerings on its Bedrock platform, including a jointly built agent service.
A day after Microsoft and OpenAI restructured their partnership and ended Azure's exclusive distribution rights for OpenAI models, AWS and OpenAI used a San Francisco event to unveil three new offerings on Amazon Bedrock. All three launch as limited previews: OpenAI models on Bedrock, Codex on Bedrock, and Amazon Bedrock Managed Agents, powered by OpenAI.
GPT-5.4 is available now, and GPT-5.5 should follow within weeks, according to AWS CEO Matt Garman. OpenAI CEO Sam Altman appeared only via video, as he was in court in Oakland for the Musk trial at the same time.
The centerpiece of the announcement is Bedrock Managed Agents, the enterprise agent platform that was described as a "stateful runtime environment" when the partnership was announced in February. The service pairs OpenAI's frontier models and agent harness with AWS infrastructure. Each agent gets its own identity, logs every action, and runs inside the customer's environment, with all inference handled through Bedrock. Managed Agents works alongside Amazon Bedrock AgentCore, which provides the default compute environment.
Microsoft drops exclusivity but keeps its stake
OpenAI and Amazon announced their strategic partnership back in February, with an investment of up to $50 billion and an AWS compute commitment of $100 billion. At the time, Microsoft and OpenAI insisted in a joint statement that their own partnership wouldn't change in any way. In March, The Information reported that Microsoft executives were worried the planned AWS product violated the exclusivity deal.
According to the Financial Times, Microsoft had even considered taking legal action against Amazon and OpenAI. The revised contract puts that conflict to rest.