
Key Points
- 01Amazon (AMZN) adds China’s Kimi and GLM open AI models to Bedrock
- 02Bedrock now combines closed models from Anthropic and OpenAI with open models
- 03Andy Jassy says the West is very hungry for more Western open AI models
- 04Jassy sees Bedrock’s potential as comparable in scale to AWS EC2
Amazon expands Bedrock with Kimi and GLM
Amazon.com Inc. has expanded its Bedrock AI platform by adding China’s Kimi and GLM open models, a move disclosed during its third-quarter earnings call. The additions broaden the range of generative AI options available to customers on Amazon Web Services and reflect growing interest in diverse open model offerings.
Bedrock now offers a mix of proprietary and open systems, positioning the service as a central access point for different types of large language models. The latest expansion follows earlier integrations of Chinese-developed open-weight models and aims to give customers more flexibility in selecting models for their workloads.
Model lineup and capabilities on Bedrock
Within Bedrock, Amazon now provides closed models from Anthropic and OpenAI alongside open models such as Moonshot’s Kimi K3 and Z.ai’s GLM 5.3. Jassy also referenced SpaceXAI’s Grok 4.7 model in the Bedrock ecosystem, underscoring the breadth of the platform’s catalog.
The GLM 5.3 open-weight model offers enhanced capabilities for agentic coding and complex software engineering while operating under AWS security and compliance protections. The addition of Kimi and GLM builds on this foundation, contributing to a broader set of tools for customers seeking both proprietary and open-weight solutions.
Strategic vision and demand for open models
Andy Jassy characterized Bedrock’s potential as "gigantic" and suggested the platform could ultimately become comparable in scale to Amazon Web Services’ EC2 cloud computing service. He said the Western world is very hungry for additional open models that are Western open models and expressed confidence that such models will emerge over time.
Jassy expects that within two to three years, six to eight models will handle more than 95% of workloads on Bedrock. This view highlights Amazon’s focus on curating a smaller set of highly capable models rather than pursuing a very large catalog, while still maintaining a mix of proprietary and open offerings.
Security, privacy and market context
Jassy emphasized Bedrock’s security structure, stating that customer inputs and outputs on the platform are not shared with model providers and are not used to train their foundational models. This design is intended to give enterprises more control over their data when working with third-party AI models.
The expansion of Bedrock’s model roster takes place against the backdrop of a broader rise in Chinese-developed open AI systems, and Jassy said some of those models are cheaper or free and open-weight. A separate key facts summary on Amazon noted third-quarter revenue of $201.94 billion and debt of $173.1 billion, providing financial context for continued investment in generative AI infrastructure.
Key Takeaways
- 01Amazon (AMZN) is positioning Bedrock as a central hub for both proprietary and open AI models, including new Chinese offerings Kimi and GLM.
- 02Jassy’s comments frame Bedrock as a potential peer to AWS EC2 in scale, signaling how strategically important the service is for Amazon (AMZN)’s cloud business.
- 03The focus on a limited number of highly capable models and strict data-handling rules shows Amazon is targeting enterprise AI demand with an emphasis on control and security.
References
- https://finance.yahoo.com/technology/ai/articles/andy-jassy-says-west-very-233005253.html?.tsrc=rss
- https://www.tradingview.com/news/tradingview:46a98721cbbee:0-key-facts-amazon-amzn-q3-201-94b-debt-173-1b-80b-finance/
- https://www.benzinga.com/markets/tech/26/10/62735230/andy-jassy-says-west-is-very-hungry-for-more-western-open-source-ai-models-as-amazon-adds-chinas-kimi-and-glm-to-bedrock