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New deal, same old cloud crush
GitLab is leaning harder into Amazon Web Services, and the market is treating it like a fresh shot of espresso. After Tuesday’s close, the company said customers can now route GitLab Duo Agent Platform inference through Amazon Bedrock, building on its Bring Your Own Model setup for self-managed customers.
Why this matters
If your business already lives in AWS, this is the software equivalent of not asking you to move apartments just to add a new couch. GitLab is basically saying: keep your cloud setup, keep your governance, and still get access to more AI plumbing without building a second stack from scratch.
The investor angle
That matters because enterprise buyers love convenience almost as much as they hate switching costs. The tighter GitLab gets inside AWS workflows, the more embedded it can become in customer ops — which is the kind of slow-burn, sticky relationship software investors love to see.
Big picture
This isn’t a blockbuster merger or a jaw-dropping revenue bombshell. But it is another sign that the AI race is being fought in the unglamorous middle of the stack, where integrations, controls, and deployment ease can quietly decide who gets paid. And right now, GitLab is trying to make itself indispensable rather than merely useful.