Squawk Pod OpenAI CEO Sam Altman & Amazon CEO Andy Jassy 2/27/26
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Feb 27, 2026 
Sam Altman, OpenAI leader scaling product and partnerships; Andy Jassy, Amazon CEO steering cloud and Tranium infrastructure; Gary Cohn, former White House NEC director and IBM vice chairman on economic impacts. They discuss OpenAI’s huge $110B raise, Amazon’s $50B strategic cloud tie-up and tech infrastructure, and what sweeping AI-driven workforce shifts mean for firms and the market.
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OpenAI Amazon Partnership Scales AI With Shared Compute
- OpenAI and Amazon see AI demand exploding and need massive shared compute to meet it.
- The $110B raise and AWS partnership allocate two gigawatts of training capacity and embed OpenAI models into AWS Bedrock for large-scale stateful runtimes.
Ship Stateful Runtimes To Unlock Agentic AI
- Build developer-facing stateful runtimes to enable real-world agentic applications.
- Andy Jassy stressed that stateful runtime, memory, identity and tool-calling in Bedrock is the next generation for AI app builders and offers unique capabilities today.
Optimize With Specialized Silicon For Scale
- Use specialized hardware and optimized silicon to cut AI operating costs at scale.
- Andy pointed to Tranium delivering 30–40% price-performance gains as a material advantage for hyperscale training and runtime economics.