ORIGINAL HEADLINE · CNBC · 2026-04-28 — “OpenAI Brings Models To AWS After Ending Exclusivity With Microsoft” · read source
SAN FRANCISCO — OpenAI announced today that its models will be available on Amazon Web Services. This is a huge moment. This is, and I cannot stress this enough, the biggest moment yet, and the biggest moment yet was yesterday, and we are now in a new yet.
For those keeping score at home, OpenAI is now available on Microsoft Azure (still, sort of, the relationship is being restructured), Amazon AWS (new!), and — I am told by a single anonymous source who would only meet me in a Whole Foods parking lot — a sock drawer in Ohio. We are confirming.
This is a strategic realignment. A strategic realignment is when you sell the same product to two competitors and call the resulting confusion “optionality.” Optionality is good. Optionality is what you tell investors when they ask why your CFO is openly sweating.
OpenAI’s CFO, Sarah Friar, is reportedly worried they may not be able to fund future compute contracts if revenue doesn’t pick up fast enough. I want to gently push back on this. Revenue is a vanity metric. Compute is the new revenue. Worry is the new growth. We are reframing.
Amazon’s stock went up. Microsoft’s stock went up. OpenAI is technically not a stock but the vibe went up. Vibes are the new TAM.
The next pivot is on the roadmap. The roadmap is on the wall. The wall is on the building. The building is leased.
About the Author
