Amazon (NASDAQ:AMZN) launched two specialized cybersecurity models from OpenAI, Daybreak Red and Daybreak Blue, on Amazon Bedrock on August 11 for eligible customers, with AWS's security teams already using them to find and fix vulnerabilities. The launch follows an April 28 partnership expansion bringing OpenAI models, the Codex coding agent, and Bedrock Managed Agents to AWS in limited preview. By July 9, GPT-5.6 Sol, Terra, and Luna reached general availability on Bedrock, with Terra priced at half the cost of GPT-5.5 and a 90% discount on cached inputs. Codex has more than 4 million weekly users. AWS revenue grew 37% year-over-year last quarter, the fifth straight quarter of acceleration and the fastest pace in 18 quarters. Amazon's AI services and custom chips—Trainium, Inferentia, and Graviton—each crossed a $25 billion annualized run rate, growing at triple-digit rates. Behind this sits $496 billion in contracted revenue, including deals to supply OpenAI with 2 gigawatts of Trainium capacity and Anthropic with up to 5 gigawatts over a 10-year agreement. Retail advertising revenue rose 26% year over year, and online store sales rose 15%. However, Amazon plans to spend $220 billion on capex this year, up from a $200 billion estimate one quarter earlier and above the $132 billion spent in 2025. Free cash flow turned