The Day the "Cloud Warring States Period" Was Set in Motion with the Birth of the Strongest Tag Team: What Are the Implications of OpenAI Models Finally Being Unleashed on AWS?

1. The End of "Monopoly" — A Shocking Line

"OpenAI models now available on AWS for the first time" — this headline from TechCrunch shook the generative AI industry. OpenAI, which had long been in a close relationship with Azure, knocked on the doors of AWS, the largest cloud provider.

2. What is Open Weight?

GPT-OSS is not "open source" but "open weight." The weights are disclosed, but the training code and data remain private, allowing developers to perform their own fine-tuning.ReutersReuters.

• gpt-oss-20b: Operates with 16GB VRAM, equivalent to o3-mini.

• gpt-oss-120b: Inference with a single GPU, equivalent to o4-mini.

3. Three "Victories" for AWS

1. Customer Retention
   Select models from Bedrock/SageMaker → Reduced switching costsAmazon Web Services, Inc.Amazon Web Services, Inc..

2. Counter Card Against Azure
   Jassy CEO, who boasted "The second force is only 65% the size of AWS," retaliated with resultsTechCrunchTechCrunch.

3. Security and Enterprise Demand
   Appealing to finance and healthcare sectors wanting to handle internal data in a closed networkAmazon Web Services, Inc.Amazon Web Services, Inc..

4. OpenAI's Aim — "Negotiation Power" and "Democratization"

Amidst difficult renegotiations with Microsoft, OpenAI partners with multiple clouds like AWS and Oracle to enable price evaluation. Simultaneously, FT analyzes that it "opens doors to researchers with an Apache-2.0 license."Financial TimesFinancial Times.

5. Social Media Polarization

6. From an Engineer's Perspective: Cost and Performance

Medium engineer Daniel García estimates "3 times the price-performance of Gemini"MediumMedium. AWS officially states "JumpStart support in Tokyo region"Amazon Web Services, Inc.Amazon Web Services, Inc..

7. Movements of Competing Forces

• Anthropic Claude: Although AWS's largest investment, it loses the spotlight.

• Meta Llama: Despite declaring full OSS continuation, hints at non-disclosure for the next generationTechCrunchTechCrunch.

• DeepSeek-R1: Corporate use stagnates after the whirlwind at the beginning of the yearGeekWireGeekWire.

8. Future Challenges

1. License Gray Zones
   Even with open weights, data remains undisclosed. The research community points out "lack of transparency."

2. Governance
   Due to powerful inference capabilities, concerns about misuse, such as bio-risks, remainBusiness InsiderBusiness Insider.

3. Power Consumption and Environmental Impact
   AWS's renewable energy ratio is improving but remains a challenge.

9. Conclusion

With the opening of OpenAI's "forbidden door," the barriers between clouds have further lowered, and enterprises are beginning to feel liberated from vendor lock-in. However, the "half-open" transparency and licensing issues are becoming the next flashpoints. In the latter half of 2025, generative AI will move from the "performance" phase to the "distribution and governance" phase.

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