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Matthew Garman
CEO of Amazon Web Services, Amazon

AWS CEO Matt Garman Talks OpenAI Tech After Microsoft Cedes Exclusivity | Bloomberg Talks

📅 Apr 28, 2026 Bloomberg Podcasts 13 MIN 105 VIEWS 29 SEGMENTS · 3 SPEAKERS
AWS CEO Matt Garman talks OpenAI tech after Microsoft cedes exclusivity. Garman spoke with Bloomberg's Ed Ludlow. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Bloomberg Talks curates top interviews from around Bloomberg News. Hear conversations with the biggest names in finance, politics and entertainment. On Bloomberg Talks, we round up interviews with Fortune 500 CEOs, government officials, well-known investors and business leaders. Listen to more Bloomberg Talks:    • Bloomberg Talks   Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPod...

Questions asked in this interview

10
  1. 0:07What were you solving for with Quick?
  2. 3:00Like what do you think it will change for you rather than what you just outlined on the customer?
  3. 4:00But if you think about Quick, Connect applications, is that something Matt that you see making meaningful contribution in the AI revenue bucket?
  4. 5:01What's new? What's changed in your relationship?
  5. 6:29Since then until now, what kind of behaviors did you recognize in the AWS customer base?
  6. 8:49Do you see that playing out similarly with OpenAI?
  7. 9:38Have you Matt had to make an assessment of how much of the spending that Amazon's committed to is literally dedicated to OpenAI infrastructure wise to support the ramp up of availability?
  8. 10:14And is that true of OpenAI?
  9. 11:01How do you think about that?
  10. 12:17Why does a customer need to use AWS?
Bloomberg Audio Studios 0:02 ↗
Bloomberg Audio Studios, podcasts, radio, news.
Interviewer 0:07 ↗
You've built Quick AI that works across all applications, but I think that the main issue or point is that it builds context over time. What were you solving for with Quick?
Matthew Garman 0:19 ↗
Quick 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. Excitingly today we're launching a desktop application and I personally have 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 co-workers are, learns who you operate with, learns who you write to. It's an incredible productivity enhancer and it's something that we're launching today and really excited about.
Interviewer 1:02 ↗
AWS is pushing deeper into applications in the agentic AI context. 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.
Matthew Garman 1:20 ↗
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 in AI, every application is being remade. And with Amazon Quick, we saw that 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 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 into customers using AI to completely reimagine many of these traditional 30, 40, 50-year-old processes that companies have.
Interviewer 2:05 ↗
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 and what they...
Matthew Garman 2:20 ↗
The things that we're building are actually quite complimentary to many of those partner offerings. And so I think if you think about actually 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 a really helpful add-on to customers that are doing supply chain and it's an agentic helper to help you make great supply chain decisions but you use it together with your existing supply chain solution. And so it's really complimentary to many of those products that our customers and our partners build on top of AWS today.
Interviewer 3:00 ↗
What's the strategy and goal for AWS and pushing deeper into the application layer? Like what do you think it will change for you rather than what you just outlined on the customer?
Matthew Garman 3:11 ↗
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 AWS 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 analytic services, things like AI services and increasingly with Connect for the last 10 years, we've been offering applications at the top layer. And we've always said there's millions and millions and millions of customers who build applications at 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 that 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.
Interviewer 4:00 ↗
What AWS has talked about is AI 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 Quick, Connect applications, is that something Matt that you see making meaningful contribution in the AI revenue bucket?
Matthew Garman 4:18 ↗
Absolutely. You're absolutely right. A lot of our AI 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 Quick 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.
Interviewer 5:01 ↗
OpenAI. What's new? What's changed in your relationship?
Matthew Garman 5:05 ↗
Well, we're quite excited about the partnership that we're announcing with them today. 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 something that our customers have asked for for a really long time.
Interviewer 5:35 ↗
And we're talking specifically about frontier models, not just open weighted models, which was...

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Cite this transcript

APA, MLA, BibTeX
APA

Garman, M. (2026, April 28). AWS CEO Matt Garman Talks OpenAI Tech After Microsoft Cedes Exclusivity | Bloomberg Talks [Interview transcript]. Bloomberg Podcasts. CEOInterviews.AI. https://ceointerviews.ai/interview/869041/

MLA

Matthew Garman. "AWS CEO Matt Garman Talks OpenAI Tech After Microsoft Cedes Exclusivity | Bloomberg Talks." Bloomberg Podcasts, 28 Apr. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/869041/.

BibTeX
@misc{garman2026_869041,
  author       = {Matthew Garman},
  title        = {AWS CEO Matt Garman Talks OpenAI Tech After Microsoft Cedes Exclusivity | Bloomberg Talks},
  howpublished = {Interview transcript, Bloomberg Podcasts. CEOInterviews.AI},
  year         = {2026},
  month        = {apr},
  url          = {https://ceointerviews.ai/interview/869041/},
  note         = {Speaker-attributed transcript with timestamps}
}