Amazon’s (AMZN) cloud computing segment, Amazon Web Services (AWS), will host its re:Invent 2025 conference in Las Vegas from December 1–5. Notably, analysts at Bank of America (BAC) expect it to include major updates about artificial intelligence. These include Amazon’s new Trainium3 AI chips, which reportedly offer double the compute power and 50% more energy efficiency than the previous version. In addition, investors will be watching how these compare to Google’s (GOOGL) TPUs and Gemini models.
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They are also eager to learn more about AWS’ partnership with OpenAI (PC:OPAIQ), especially following OpenAI’s $38 billion commitment to rent AWS compute power. Interestingly, five-star-rated analyst Justin Post believes that a logical next step would be for OpenAI to add frontier model APIs to Amazon’s Bedrock platform.
Even if OpenAI doesn’t make a specific announcement, AWS could still reveal new deals with other chip companies or AI…
