Andy Jassy Says West Is 'Very Hungry' For More Western Open Source AI Models as Amazon Adds China's Kimi and GLM to Bedrock

What happened: Amazon added China's Kimi and GLM open models to its Bedrock AI platform, disclosed during its third-quarter earnings call. CEO Andy Jassy said the Western world is "very hungry" for more Western open models. Why it matters: Jassy called Bedrock's potential "gigantic," suggesting it could eventually match the scale of AWS's EC2 cloud business. He expects six to eight models to handle more than 95% of workloads within two to three years. Key numbers: Six to eight models expected to handle over 95% of workloads in two to three years. Market: -1.4% today ($240.35), +6.1% YTD, 2.7x vol — as of 23:45 UTC Verified: Q3_2026 (Oct 29) EPS $1.89 vs $1.96 est, -3.5% miss; next print ~Jan 28

Amazon adding Kimi and GLM to Bedrock signals Western demand for open source AI models.

Amazon adding Kimi and GLM to Bedrock signals Western demand for open source AI models. — impact context not separately stored; see What changed.