You've built Q, an AI that works across all applications. But I think the main issue or point is that it builds context over time. What were you solving for with Q?
Q is the way for companies to get an AI assistant in the hands of every employee they have across the company. It allows customers to leverage data across all of their enterprise. But excitingly, today we're launching a desktop application. And I personally, I've been using it for the last couple of weeks, and it's the single best AI productivity enhancement I've tried of anything. It's really incredible. It allows you to work across your email, across your Slack, across all the information on your desktop, quickly pull information across various different settings, and it learns with you as you go. So it learns who your coworkers are, learns who you operate with, learns who you write to. It's an incredible, incredible productivity enhancer. And it's something that we're launching today and really excited about. We're also pushing deeper into applications in the agenda. That is everything from healthcare, hiring, supply chain.
What was the need that you saw? Because a lot of the customer base of AWS will offer something quite similar.
Yeah, look, we think, and it's true, many of our customers are going to reinvent many of the applications that are out there. But we see that with agents out there today, every application is being remade. And with Q, we saw an opportunity to remake personal productivity inside of an enterprise setting. And with Connect, we're doing the same across many enterprise applications, whether it's with supply chain, whether it's with contact centers, whether it's with healthcare. We see the application opportunity to apply AI and agents to a number of these applications. And these are areas where Amazon has a lot of expertise and where we can add that expertise and help customers use AI to completely reimagine many of these traditional 30, 40, 50-year-old processes.
It makes you think of names like Salesforce, ServiceNow, SAP, key customers. What kind of conversations did you have with them about why the broad suite through Amazon Connect is useful?
Yeah, in many of these, the things that we're building are actually quite complementary to many of those partner offerings. And so I think if you think about actually Connect, Connect and Salesforce have had a partnership for a really long time where many customers use those together in order to provide even better outcomes for their customers. And we think that's going to continue to be the case today where things like Connect Decisions is really a helpful add-on for customers that are doing supply chain. It's an agentic helper to help you make great supply chain decisions, but use it together with your existing supply chain solution. And so it's really complementary to many of those products that our customers and our partners build on top of us today.
What's the strategy and goal for pushing deeper into the application layer? Like what do you think will change for you rather than what you just outlined?
For customers, we've always thought that AWS, and we always have produced offerings for customers at every layer of the stack. We obviously excel at the infrastructure layer where enterprise cloud is by far the largest and the most established. And we've also built services higher up the stack, things like databases, things like analytics services, things like AI services. And increasingly with Connect, for the last ten years we've been offering applications in the top layer. And we've always said there's millions and millions and millions of customers who build applications for that top layer. We always think that we'll build a few. Some of those will show customers things that they're able to do with their technology. Sometimes it's to expose areas where we're experts and we think that we can provide value to customers. But we always know that there's going to be lots of players up there at the application layer.
What AWS has talked about is a revenue run rate, which getting into detail seems to focus a lot on the frontier models, how they're accessed, how they're used. But if you think about Q, Connect, applications, is that something that you see making a meaningful contribution in the revenue bucket?
Absolutely. We see, you're absolutely right. A lot of our revenue today is on Amazon Bedrock and it's through accessing frontier models. But we see that every application in the world is going to be remade with AI. We think agents are going to totally change how work is done, how jobs are efficiently done. And we think we have some opportunities to have some unique offerings in that space that really change the game. And so we think that Amazon Q is one of those, we think Connect is one of those, we think Kiro on the coding side can really help people. And when you have some of these applications, it often inspires others to build around them. And we think it's a great opportunity for us where we think we have differentiated ideas to really change how things have been done for a long time.
OpenAI. What's new? What's changed in your relationship?
Yeah, well, we're quite excited about the partnership that we're announcing with them today. So, yes, so for a long time, when we built Amazon Bedrock as a way for our customers to access frontier models and access AI models, we've always started with the position that we wanted to offer choice and we wanted to offer all of the best models available out there. And today we're excited to be bringing OpenAI into Bedrock. It's, I think it's something that our customers have asked for for a really long time.
And we're talking specifically about frontier models, not just open-weighted models, which...
That's right. We've had open models for a while. But yes, this is the frontier model. So starting in preview today, we have OpenAI's model o4-mini and o3 is coming in the next couple of weeks. We're also collaborating on a new offering, which is called Managed Agents featuring OpenAI, which is a complete managed agent capability. So customers can really easily make stateful agents and build agentic applications together with Bedrock and OpenAI. And it's really just the start of a long-term partnership that we've established together. As the teams have gotten together, we see opportunity for us to really invent new capabilities for our customers to go and build interesting applications together. And really excited about working together with the OpenAI team and unlocking more things that customers can build on.
Think back to 2023. OpenAI's models were only available on Azure. Right? Since then until now, what kind of behaviors did you recognize in the customer base? Like did they literally open Azure accounts so that they could have access to something that wasn't available to AWS? And that was kind of the indicator to you that you needed to make a move?
Our customers have long told us they want to be able to use the absolute best cloud with the best set of models available, and they wanted to run all their applications on AWS. And they weren't able to run, and they did, every, and they did. Oftentimes our customers run every part of their application native. Yes. And then they had access if they wanted to use the OpenAI models, they'd either use them direct from them in their first party or through Azure or somewhere else. Now they don't have to make that tradeoff. And with the OpenAI team and the AWS team, we're really excited to not have to force customers into that choice. And if they want to build all in the AWS set of tools and capabilities, it's where their applications run. It's where most customers store their data, it's where they feel most secure. And they can now run that together with OpenAI models, together with the whole suite of models that we have in AWS, including Anthropic models, including open models, including Nova models, a whole set of models, and they can combine the best of what they want to do in order to build their applications.
