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Less than 24 hours after the Microsoft contract reset, OpenAI's frontier models, Codex and Managed Agents went live in limited preview on Amazon Bedrock. GPT-5.4 is available now; GPT-5.5 is flagged for "the next couple of weeks". Spend counts toward existing AWS commitments. The interesting bit for operators is not the model — it is that OpenAI agents are now buildable inside enterprise AWS contracts without a separate procurement.

Google signed a classified AI agreement with the US Department of Defense at 4pm Monday, opening Gemini to "any lawful government purpose" on classified networks. The same week, Anthropic's prior refusal got it tagged a "supply-chain risk" — a designation normally reserved for foreign adversaries. More than 560 Google employees signed a letter against the deal before it was inked.

Amazon launched "Join the Chat" on US product pages. Shoppers can now interrupt the audio summary on a listing and ask a natural-language question; the AI host pauses, answers, and resumes. It is the first time a top-tier marketplace has put conversational AI inside the listing itself. CRO and listing copy implications are immediate.

Watchlist: Google's AI Max migration from Dynamic Search Ads is now in voluntary mode; automatic upgrade hits in September — a 5.5-month window, materially shorter than the Smart Shopping to PMax move in 2022. Meta's AI Business Assistant is now live for all advertisers across EMEA, APAC and LATAM with local-language support, with reported early lifts on issue resolution and CPA.

The pattern of the day is distribution. The most consequential AI news is no longer model launches — it is where models can be bought, who is allowed to buy them, and where they are physically running inside the customer journey. Procurement moved. Politics moved. The product page moved.

Yesterday we covered the contract; today we cover what shipped. If you advise clients on AI, the conversation has shifted from "which model is best" to "which surface is it on, and on whose paper.