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Amazon.com Inc. (NASDAQ:AMZN) is expanding its Bedrock AI platform with China’s Kimi and GLM open models, while CEO Andy Jassy outlined ambitions for the service to eventually match Amazon’s massive EC2 cloud business.

Amazon disclosed the additions during its third-quarter earnings call on Thursday, adding to Bedrock’s mix of proprietary and open AI models. Jassy said Bedrock now offers closed models from Anthropic and OpenAI, alongside open models such as Moonshot‘s Kimi K3 and Z.ai‘s GLM 5.3. He also referenced Space Exploration Technologies Corp. (NASDAQ: SPCX)  SpaceXAI’s Grok 4.7 model on Bedrock.

"The Western world is very hungry for additional open models that are Western open models," Jassy said, adding, “I believe that will happen over time as well.”

He called Bedrock’s potential "gigantic," suggesting the platform could ultimately become comparable in scale to Amazon Web Services’ EC2, a core cloud computing offering. Jassy also emphasized Bedrock’s security structure, saying customer inputs and outputs are not shared with model providers or used to train their foundational models. He expects six to eight models to handle more than 95% of workloads within two to three years.

China’s AI Models Challenge US Rivals

Amazon’s model expansion follows the broader rise of Chinese-developed open AI systems. Earlier this month, Amazon Bedrock added Z.ai’s GLM 5.3 open-weight model, offering customers enhanced capabilities for agentic coding and complex software engineering with AWS security and compliance protections.

Last week, former Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) Google CEO Eric Schmidt said China was roughly six months behind the U.S. in AI, but warned that free products could still give China a strategic advantage. He said China’s cheaper, often free and open-weight AI models could gain traction in developing markets, while attributing the country’s progress partly to access to restricted advanced chips and the use of distillation to replicate capabilities of Western AI systems.

In July, Jensen Huang, CEO of Nvidia Corp. (NASDAQ:NVDA), called Chinese models "excellent" and argued that Washington should use rather than ban high-quality open-source technology. Huang dismissed fears that Chinese open AI models pose security risks or threaten U.S. tech firms. He argued that wider adoption of models like DeepSeek and Kimi will boost demand for Nvidia chips and infrastructure, saying Wall Street has repeatedly underestimated their impact.

Benzinga’s Edge Rankings place AMZN in the 92nd percentile for growth and the 60th percentile for quality. Benzinga’s screener allows you to compare AMZN’s performance with its peers.

Price Action: Year-to-date, AMZN stock has surged 5.62%, as per Benzinga Pro. During Friday’s pre-market trading session, the stock was trading 6.48% lower at $228.

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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