AI·
OpenAI's models are on AWS Bedrock the day after Microsoft lost exclusivity
Amazon shipped Bedrock Managed Agents powered by OpenAI on April 28, plus Codex on Bedrock. Altman tells Stratechery the runtime matters as much as the model.
Company
AWS
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First covered Apr 20, 2026, latest Apr 29, 2026
Hardware·
Cerebras files for an IPO again, this time with $510M in revenue and a $10B OpenAI deal in its pocket
Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.
AI·
Google is putting up to $40B into Anthropic. That's five days after Amazon's $5B.
Google committed $10B upfront and up to $40B total at a $350B valuation, plus five gigawatts of Google Cloud capacity. It's Anthropic's second nine-figure deal in a week.
AI·
Amazon puts another $5B into Anthropic. Anthropic promises $100B back to AWS.
Amazon added $5B (up to $20B) to its Anthropic stake. Anthropic committed $100B+ to AWS over 10 years and 5 GW of Trainium capacity.
AI·
NSA is running Anthropic's Mythos. The Pentagon says Anthropic is a supply-chain risk.
Axios reports the NSA is using Anthropic's unreleased Mythos model even though the Defense Department has blacklisted Anthropic. One government, two positions.