[Into the World of AI] AWS Draws Intense Interest from AI Industry: "Aiding Profitability"

Amazon Web Services (AWS), the world’s largest cloud service provider, is receiving significant attention in the global artificial intelligence (AI) market. AI companies, facing the challenge of ensuring profitability, are actively expanding partnerships with AWS to increase customer engagement opportunities.

At an event held at the end of last month, AWS announced that its integrated AI model platform, Amazon Bedrock, will now offer OpenAI’s GPT series and the coding tool Codex. Amazon Bedrock helps enterprises and developers rapidly build generative AI applications. It also supports using Amazon’s own Nova, Anthropic’s Claude, and Meta’s Llama models, all from a single platform. Until now, OpenAI’s models were unavailable on Amazon Bedrock due to partnership issues between the two companies.

Through this new partnership, AWS can now provide most major AI models on Amazon Bedrock, with the exception of Google’s Gemini. The announcement of the partnership came just one day after OpenAI revised its contract with Microsoft (MS). OpenAI removed the cloud exclusivity clause from its existing contract with MS. Previously, OpenAI’s models could only be accessed through Microsoft’s cloud service, Azure.

This collaboration allows OpenAI to broaden its customer base to companies using AWS. Since AWS remains the clear leader in the global cloud market, it further expands OpenAI’s touchpoints with clients. In addition, ahead of its planned initial public offering (IPO) this year, OpenAI has also laid the groundwork for revenue growth. For AWS, by securing access to all major AI models, including those from OpenAI, the company can help prevent customer attrition.

Earlier, in February, Amazon—the parent company of AWS—committed up to 50 billion dollars (approximately 73 trillion won) in OpenAI's funding round. This represents Amazon’s largest single-company investment ever, reflecting its strong intent to deepen ties with OpenAI. OpenAI, for its part, will spend 100 billion dollars (about 146 trillion won) on AWS over the next eight years, and has also signed a contract to lease 2 GW (gigawatts) of compute capacity using Amazon’s proprietary AI training chip, Trainium.

Amazon has also invested 8 billion dollars (about 11.7 trillion won) in Anthropic, a competitor of OpenAI, and announced an additional investment of 5 billion dollars (about 7.3 trillion won) at the end of last month. The company has stated plans to invest up to 20 billion dollars (about 29 trillion won) more in the future. Anthropic’s Claude model is already available through Amazon Bedrock and other AWS services, with more than 100,000 customers currently running Claude models on AWS.

Meanwhile, Apple also plans to expand AI model options available through 'Apple Intelligence.' According to Bloomberg and other sources, Apple is expected to allow users to directly select external models used to power AI services in its next-generation mobile operating system, iOS 27, which will be unveiled next month. Users will be able to call up generative AI apps downloaded from the App Store, enabling them to use not only ChatGPT but also Gemini, Claude, and Perplexity AI models.

This content was produced with the assistance of AI translation services.