Google to invest up to $40 billion in Anthropic as AI infrastructure race intensifies

Google will invest as much as $40 billion in Anthropic

Google will invest at least $10 billion in Anthropic, and that amount could rise to $40 billion if Anthropic meets certain performance targets, Bloomberg reports. The investment follows Amazon's $5 billion initial investment in Anthropic a few days ago; the Amazon deal also leaves the door open to further investment based on performance. Both investments value Anthropic at $350 billion. Anthropic has seen rapid growth in the use of its Claude models and related products, such as Claude Code, which promises to significantly increase the speed and efficiency with which companies or individuals can develop software. (The reality varies from big improvements to setbacks, depending on the nature of the project and company, how Claude Code is used, and many other factors.) Several factors contributed to Anthropic's success in recent months, including controversies around OpenAI and its ChatGPT product and models, more robust agentic workflows, and new products like Claude Cowork, which does some of the same things for general knowledge work tasks as Claude Code does for software development. The result has been a dramatic increase in demand for Anthropic's services, leading to outages and other problems. Anthropic has been testing solutions to reduce demand, like imposing limits during peak hours, or exploring removing some of the most compute-intensive tools from cheaper service plans. These investments are meant to help close the gap between demand and supply of compute for Claude Code and its ilk. Amazon and Google are providing chips suitable for AI training and inference and cloud compute capacity to help Anthropic scale up quickly. This has become a common scheme for investment in AI companies like Anthropic; established companies like Microsoft have products and services that can help new AI companies like Anthropic scale, so the former invests in the latter so the latter can, in turn, pay for the former's products and services. This is not the first time Anthropic has received investment from Google, even though Google is ostensibly competing with Anthropic over AI models.

Google to invest up to $40B in Anthropic in cash and compute | TechCrunch

Google plans to invest up to $40 billion in Anthropic and support the AI firm's growing computing needs, Bloomberg reports. The Alphabet subsidiary is committing to invest $10 billion now, at a $350 billion valuation for Anthropic, with another $30 billion to follow if Anthropic hits certain performance targets, according to Anthropic. The promise of investment comes after Anthropic released its latest model, Mythos, to a limited group of partners this month. Anthropic says that Mythos is the company's most powerful model to date and has significant cybersecurity applications. Due to potential misuse, Anthropic has restricted broader access while it works with select organizations to evaluate and address those risks -- though the model has already fallen into unsanctioned hands. It's also likely expensive to run at scale. The AI race is increasingly defined by access to the compute needed to train and deploy these systems. OpenAI has moved aggressively to secure that capacity through a web of multi-hundred-billion deals across cloud providers, chip suppliers, and energy, including an expanded deal with chipmaker Cerebras this month. Anthropic has been in a scramble of its own. The company has faced widespread complaints about Claude use limits in recent weeks and responded with a bevy of infrastructure deals. Earlier this month, Anthropic struck a deal with cloud computing provider CoreWeave for data center capacity. It also this week secured an additional $5 billion investment from Amazon, part of a broad agreement under which Anthropic is expected to spend up to $100 billion for around 5 gigawatts of compute capacity over time. While Google is a direct competitor in AI models, it's also a key infrastructure supplier to Anthropic. Anthropic relies heavily on Google Cloud for chips and infrastructure, including access to Google's tensor processing units (or TPUs), which are specialized chips designed for AI workloads and considered among the best alternatives to Nvidia's in-demand processors. Anthropic's relationship with Google predates this week's news. Earlier this month, Anthropic announced a partnership with Google and chipmaker Broadcom, which designs custom AI chips for Google, to access multiple gigawatts of TPU-based computing capacity beginning in 2027; a subsequent Broadcom securities filing put that figure at 3.5 gigawatts. The new Google investment expands that arrangement, with Google Cloud now providing a fresh 5 gigawatts of capacity over the next five years, with room to scale further. Anthropic's valuation stood at $350 billion as recently as February; investors have since been eager to back the company at $800 billion or more, according to Bloomberg. The company is also reportedly considering an IPO as soon as October.

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

Amazon has significantly boosted its multibillion-dollar bet on Claude developer Anthropic by investing an additional $5 billion -- enabling Anthropic to eventually secure up to 5 gigawatts' worth of AI chips from Amazon to help train and run its popular Claude AI models. Amazon is already one of Anthropic's largest investors, having previously invested $8 billion in the AI startup. The latest move brings Amazon's immediate investment up to $13 billion, and the companies have agreed to the possibility of Amazon committing another $20 billion in the future if the partnership achieves certain commercial milestones, according to Wall Street Journal reporting. The large cash infusion and prospect of obtaining more computing resources come at a crucial time for Anthropic, given the massive surge in paid subscriptions for Claude-related services early this year. That demand spike and strain on the existing cloud compute infrastructure supporting Claude have contributed to performance issues and even occasional outages for thousands of Claude users. "Growth at this pace places an inevitable strain on our infrastructure; our unprecedented consumer growth, in particular, has impacted reliability and performance for free, Pro, Max, and Team users, especially during peak hours," Anthropic wrote in an announcement about the Amazon investment. The new deal with Amazon will deliver "meaningful compute in the next three months" and nearly 1 gigawatt in total before the end of 2026, said Anthropic. The company did not specify the timeframe for when Anthropic might secure the full 5 gigawatts of new compute capacity from Amazon.

Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return | TechCrunch

Anthropic announced on Monday that Amazon has agreed to invest a fresh $5 billion, bringing Amazon's total investment in the company to $13 billion. Anthropic, for its part, has agreed to spend over $100 billion across the next ten years on AWS, obtaining up to 5GW of new computing capacity to train and run Claude. The deal echoes an agreement Amazon struck with OpenAI just two months ago, when it joined a $110 billion funding round -- contributing $50 billion -- that valued the ChatGPT maker at a $730 billion pre-money valuation. That deal, too, was structured partly as cloud infrastructure services rather than straight cash. At the heart of this deal is Amazon's custom chips: Graviton (a low-power CPU), and Trainium (an Nvidia competitor and AI accelerator chip). The Anthropic deal specifically covers Trainium2 through Trainium4 chips, even though Trainium4 chips are not currently available. The latest chip, Trainium3, was released in December. On top of that, Anthropic has secured the option to buy capacity on future Amazon chips as they become available. We'll see if this news is a teaser to Anthropic announcing a new funding round. VCs have reportedly been offering the AI company capital in a deal that would value it at $800 billion or more.

Google Plans to Invest Up to $40 Billion in Anthropic

Google will invest $10 billion in Anthropic PBC, with another $30 billion potentially to follow, strengthening the relationship between two companies that are at once partners and rivals in the race to build artificial intelligence. Anthropic said that Google is committing to invest $10 billion now in cash at a $350 billion valuation, the same amount it was valued at in a funding round in February, not including the recent money raised. The Alphabet Inc.-owned company will invest another $30 billion if Anthropic hits performance targets, the startup said Friday, and support a significant expansion of Anthropic's computing capacity. Anthropic has ramped up its fundraising amid the breakout success of Claude Code, an AI agent that speeds the process of writing computer software. The startup said earlier this week that it nabbed another $5 billion from Amazon, also at a valuation of $350 billion, with the option to inject another $20 billion over time. Anthropic raised $30 billion in February and investors have since sought to back the firm at a valuation of $800 billion or more. Anthropic is a major customer of Google's chips and cloud services, businesses that Google is striving to grow as its main moneymaker, search advertising, matures. Google Cloud will provide 5 gigawatts worth of computing capacity to Anthropic over the next five years, and several more gigawatts could follow. The deal marks an expansion of an agreement announced earlier this month between Anthropic, Google and Broadcom Inc. (A single gigawatt is enough to power about 750,000 US homes at any given time.) Shares of Google were up more than 1% on Friday after the news, trading at $341 as of 12:03 pm. Google's tensor processing units, or TPUs, are one of the best alternatives to Nvidia's chips, making them a scarce and precious resource for Anthropic and other AI developers in a business that requires tremendous amounts of computing power. Anthropic, which is considering an initial public offering as soon as October, has been on the hunt for more infrastructure to meet growing demand for its products. Claude Code has quickly become the go-to for engineers across Silicon Valley, including some at Google, spurring a scramble in the rest of the industry to catch up. Anthropic's Cowork agent, which does not require coding skill and can be used to complete a wider range of tasks, is also growing quickly, according to the company. Get the Tech Newsletter bundle. Get the Tech Newsletter bundle. Get the Tech Newsletter bundle. Bloomberg's subscriber-only tech newsletters, and full access to all the articles they feature. Bloomberg's subscriber-only tech newsletters, and full access to all the articles they feature. Bloomberg's subscriber-only tech newsletters, and full access to all the articles they feature. Plus Signed UpPlus Sign UpPlus Sign Up By continuing, I agree to the Privacy Policy and Terms of Service. Anthropic Chief Executive Officer Dario Amodei worked at Google as an AI researcher earlier in his career. The companies have maintained close ties since Amodei founded Anthropic with a group of former OpenAI employees in 2021. Last year, Google said it would provide up to 1 million of its TPU chips to Anthropic, in a deal worth tens of billions of dollars. The search giant had already invested about $3 billion into the startup by that point. Yet as Google pours more money into Anthropic, the companies are also battling to be the first to create AI that can match humans' capabilities, and to put their tools in the hands of businesses across the economy. In recent months, Google's leaders have become increasingly worried about the company's position in the burgeoning market for AI coding, which is dominated by Anthropic, current and former employees have said. Anthropic's future is not without risk either. The company has been deemed a supply-chain risk by the Pentagon -- a designation it is currently fighting in court -- after a public dispute about how Anthropic's technology could be used by the US military. Some financial analysts have also raised concerns about so-called circular deals between major computing power providers and AI startups such as Anthropic and OpenAI, in which the tech giants both invest in the startups and sell their chips or data center capacity to them.

Google to invest up to $40bn in Anthropic

Google has struck a deal to invest up to $40bn in Anthropic, including $10bn upfront, as the search giant steps up its support for the start-up which is racing to acquire enough computing power to sustain its growth. Despite offering its own rival Gemini AI models, Google has committed to invest $10bn in Anthropic at its current valuation. A further $30bn will come in the future, contingent upon Anthropic meeting certain performance milestones, the start-up said without specifying what those criteria are. It marks a significant increase in Google's financial backing for the AI lab against its chief start-up rival OpenAI, as both fight to secure capital and computing power to train and serve their models. Google has already invested billions in Anthropic and partners with the start-up to sell its TPU chips and Google Cloud services. The pair have a deal to bring 5 gigawatts of data centre capacity online beginning next year. The investment will help Anthropic pay for more computing power as Claude Code rapidly gains users, which has left the start-up struggling to keep pace with its growth. The company struck a deal earlier this week with Amazon, which committed to investing $5bn and with a further $20bn over time.

Google to invest up to $40 billion in Anthropic as search giant spreads its AI bets

Anthropic co-founder and CEO Dario Amodei speaks on an artificial intelligence panel during Inbound 2025 Powered by HubSpot at Moscone Center on in San Francisco, Sept. 4, 2025. Google plans to invest up to $40 billion in Anthropic, the companies confirmed on Friday, as tech giants ramp up their strategic investments in the leaders in artificial intelligence. The pact involves an initial $10 billion from Google at Anthropic's latest valuation of $380 billion. The remaining $30 billion is contingent on certain performance milestones. Bloomberg was first to report the deal. Anthropic said the agreement expands on a longstanding partnership between the two companies. Earlier this month, Anthropic secured 5 gigawatts worth of computing capacity as part of an announcement with Google and Broadcom that will start to come online next year. Anthropic could decide to add additional gigawatts of compute in the future. Google provides access to Anthropic's Claude models through its cloud division, which competes with Amazon Web Services and Microsoft Azure. The company also offers custom chips called tensor processing units (TPUs) as an alternative to Nvidia's graphics processing units. Meanwhile, Google's Gemini is competing with Anthropic in the market for AI models and services.

Google plans to invest even more money into Anthropic

Google plans to invest up to $40 billion into Anthropic in what could be viewed as a circular deal with the AI startup (and frequent competitor), Bloomberg reports. The search giant has invested in Anthropic at multiple points in the past, but this new investment comes after an announcement that the AI startup had signed a joint agreement with Google and Broadcom for "multiple gigawatts of next-generation TPU capacity." According to Anthropic, Google is committing $10 billion now at the company's current valuation, with an additional $30 billion on offer if Anthropic meets specific performance milestones. Through Anthropic's existing commitment to use Google's TPUs (tensor processing units) and servers, Anthropic says Google will also provide 5 gigawatts of computing capacity in 2027. If the structure of the deal and business relationship between Google and Anthropic sounds familiar, it might be because the AI startup recently announced something similar with Amazon. Earlier in April, Amazon announced that it would invest $5 billion in Anthropic, with an additional $20 billion in payments available if certain milestones were met. Anthropic also agreed to use Amazon's Trainium chips for its AI models. The deals are another example of Anthropic's ability to burn through money -- the company only just raised $30 billion in its most recent round of funding. They could also serve as an example of the AI industry's love of circular deals. Anthropic agreeing to use Google and Amazon's silicon and servers, receiving investment from both companies and then presumably spending some of that investment on more silicon and servers, is a pattern seen in the relationship between OpenAI, Nvidia, Microsoft and plenty of other players in the AI race.

AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years

Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.

Google Commits to Invest Up to $40 Billion in Anthropic

Google has committed to invest as much as $40 billion in Anthropic, the companies said on Friday, as the artificial intelligence start-up accelerates its business behind the explosive growth of its software programming product, Claude Code. The deal is the latest in a series of huge investments that tech giants have made in the top A.I. start-ups, OpenAI and Anthropic. Last week, Amazon agreed to invest as much as $25 billion in Anthropic. Google will invest $10 billion in cash now at a $350 billion valuation, which is the same value Anthropic had in February. The other $30 billion in cash will be invested when Anthropic meets certain milestones. Google and Anthropic confirmed the investment commitment but declined to comment further. Google and Amazon began backing Anthropic in its infancy and have become two of its largest, minority investors. Anthropic relies on Google and Amazon for the cloud computing it needs to build and run its Claude chatbot and coding systems. The start-up has also become one of the largest users of the tech giants' custom A.I. chips: Google's tensor processing units, or TPUs, and Amazon's Trainium. The agreements between Anthropic and the tech giants are examples of how circular deals have become critical to the A.I. boom that is driving the U.S. economy. Google, Amazon, Microsoft and Nvidia have invested huge sums into Anthropic and OpenAI. In exchange, those start-ups buy chips and computing power from those investors. Under the latest investment, Google will provide Anthropic with five gigawatts of computing power starting in 2027, which is enough electricity to power all the homes in Minnesota. It could provide more computing power if that was needed. The computing commitment could help Anthropic as it tries to build out the infrastructure it needs to meet the surging demand for its Claude Code. Companies are signing up to use Anthropic's coding and business tools to develop programs and applications. Its adoption has rocked longstanding software companies. This month, Anthropic said its annual revenue run rate surpassed $30 billion, up from $9 billion at the end of 2025. (The New York Times has sued OpenAI and its partner, Microsoft, claiming copyright infringement of news content related to A.I. systems. The two companies have denied the suit's claims.) Google has its own competing A.I. products. Gemini, its A.I. system, powers Google Search and a separate chatbot and research system that subscribers pay to use. But the Anthropic investments have helped Google secure demand for its growing cloud computing business. Last year, Google Cloud sales grew 36 percent, to $58.7 billion.

Google to invest up to $40B in Anthropic as Claude outsells Gemini in the enterprise market it needs most

Summary: Google is investing up to $40 billion in Anthropic ($10B cash now at $350B valuation, $30B conditional on performance targets) plus five gigawatts of compute over five years, bringing its total commitment to ~$43B. The deal arrives as Anthropic's revenue hit $30B ARR (up from $1B in January 2025) and its secondary market valuation reached $1 trillion, while Google DeepMind has assembled a "strike team" to catch up to Claude in coding. Amazon committed up to $33B in Anthropic days earlier, making both cloud giants simultaneously competing to lock in the same AI company. Google is preparing to invest up to $40 billion in Anthropic, the company whose flagship model Claude is outselling Gemini in the enterprise market that Google considers its own. Bloomberg reported on Thursday that the deal comprises $10 billion in cash at Anthropic's existing $350 billion valuation, with an additional $30 billion contingent on undisclosed performance targets. Alongside the equity, Google will provide five gigawatts of computing power over five years, including access to up to one million of its seventh-generation Ironwood TPU chips. The investment would bring Google's total commitment to Anthropic to approximately $43 billion, making it the largest single-company bet on an AI rival in history. It is also, by any honest reading, an admission that Gemini alone is not enough. Anthropic's annualised revenue run rate hit $30 billion in April, up from $1 billion in January 2025. No company in American technology history has grown at that rate. Claude holds 32% of the enterprise large language model API market, ahead of OpenAI's GPT-4o at 25%. Eight of the Fortune 10 are Claude customers. More than 1,000 businesses spend over $1 million annually on the platform, a figure that doubled since February. Anthropic's implied valuation reached $1 trillion on secondary markets just three months after its $380 billion Series G, overtaking OpenAI's secondary pricing at $880 billion. Google invested its initial $300 million in 2023 when Anthropic was worth approximately $5 billion. The $350 billion price tag on the current deal represents a 70-fold increase in under three years. Google's existing stake in Anthropic stands at approximately 14%, acquired through more than $3 billion in prior investments. It is contractually capped at 15% and carries no voting rights, no board seats, and no board observer privileges. The new $10 billion pushes Google close to that ceiling without breaching it, a structure that appears designed to avoid triggering merger review thresholds while maintaining meaningful economic exposure. The conditional $30 billion, tied to performance milestones that neither company has disclosed, functions less like equity investment and more like a structured compute-and-capital arrangement: if Anthropic hits its targets, Google pays more and gets more, but the relationship remains that of investor and customer, not parent and subsidiary. The deal arrived four days after Amazon announced its own escalation. Amazon is now committed to up to $33 billion in Anthropic, comprising $8 billion previously invested plus $5 billion in new capital and $20 billion in conditional future investment. In return, Anthropic pledged to spend $100 billion on Amazon Web Services over the next decade. Amazon's $25 billion investment in Anthropic and Google's $40 billion sit on the same cap table, meaning the two largest cloud providers are simultaneously competing to lock in the same company as their most important AI customer. Amazon has separately invested up to $50 billion in OpenAI. The cloud wars have become AI custody battles, and the parents are paying record-breaking sums. The five-gigawatt compute commitment is more strategically significant than the equity cheque. Anthropic's major compute deal with Google and Broadcom, announced earlier this month, already gave Anthropic access to approximately 3.5 gigawatts of Google TPU capacity manufactured via Broadcom starting in 2027, on top of one gigawatt supplied this year. The new deal layers another five gigawatts on top. Anthropic trains and deploys Claude on three chip platforms simultaneously, Google TPUs, Amazon Trainium, and Nvidia GPUs, maintaining strategic independence from any single provider. Google's play is to make its TPUs so deeply embedded in Anthropic's infrastructure that switching becomes prohibitively expensive, regardless of what the equity stake allows. Google Cloud already distributes Claude through its Vertex AI platform to thousands of enterprise customers, including Coinbase, Cursor, Palo Alto Networks, Replit, and Shopify. Every API call routed through Vertex generates cloud revenue for Google whether or not Gemini is involved. The $40 billion investment ensures that as Anthropic's usage grows, a substantial share of that compute spend flows through Google's infrastructure. It is a cloud computing play disguised as an AI investment, and it is structured to generate returns even if Gemini loses every head-to-head benchmark against Claude for the next decade. Google does not frame the investment as a concession. It argues that owning all four layers of the AI stack, custom silicon, frontier models, cloud platform, and enterprise distribution through Workspace's three billion users, makes it uniquely positioned to profit from AI regardless of which model leads. The framing is reasonable. The internal reality is less comfortable. Google DeepMind has assembled what employees describe as a "strike team" specifically to close the gap between Gemini and Claude in coding, after internal assessments showed Claude's superiority in the category that drives the most enterprise revenue. Google co-founder Sergey Brin personally raised alarms. Claude Code, Anthropic's coding product, reached $1 billion in annual run rate within six months of launch and now generates over $2.5 billion. Microsoft launched its own AI models to compete with OpenAI after renegotiating its contract in September 2025, a move that signalled the beginning of the end of unconditional loyalty between cloud providers and their AI partners. Google is taking the opposite approach: rather than building distance from its AI investment, it is doubling down, pouring capital into Anthropic at the same time it is trying to make Gemini competitive. The two strategies are not contradictory, but they reveal different assessments of risk. Microsoft is hedging against OpenAI's independence. Google is hedging against Gemini's inadequacy. The investment lands in a regulatory environment that is paying closer attention to AI partnerships than it was a year ago. The FTC's 2025 study on AI partnerships warned that cloud-provider investments in AI developers risk "locking in the market dominance of large incumbent technology firms." Senators Elizabeth Warren and Ron Wyden have sent letters probing both the Google-Anthropic and Microsoft-OpenAI relationships over antitrust concerns. The Department of Justice and the FTC launched a joint public inquiry in February on updated guidance for competitor collaborations, citing emerging technologies explicitly. Google's 15% ownership cap and absence of board representation were almost certainly structured with these proceedings in mind. But $43 billion in total investment and a multi-gigawatt compute dependency create a degree of economic entanglement that no ownership percentage can fully capture. Anthropic has rejected venture capital offers valuing it at $800 billion or more, preferring to raise from strategic partners who bring compute rather than just capital. That preference gives Google and Amazon structural advantages over financial investors but also concentrates Anthropic's dependency on two companies that compete with each other and with Anthropic's own enterprise customers. Google's $750 million fund for agentic AI deployments, announced at Cloud Next this week, makes the integration even deeper: Accenture, Deloitte, KPMG, and PwC will build AI agents on Google's platform, and those agents will increasingly use Claude alongside Gemini. Google launched Gemini 3.1 Pro two days before the Anthropic deal was reported. The timing was not accidental. Google needs the market to see it as an AI leader in its own right, not merely as the company that writes cheques to the AI leader. But the $40 billion tells a different story. You do not invest that sum in a competitor's product because you are confident in your own. You invest it because the competitor's product is generating $30 billion in annual revenue and growing faster than anything you have ever built, and because the alternative, letting Amazon or someone else become that company's primary infrastructure provider, is worse than the admission the investment implies. Anthropic projects positive free cash flow by 2027, years ahead of OpenAI's target of 2030. If that projection holds, Google's equity stake will generate returns independent of the cloud revenue. If it does not hold, Google still captures billions in compute spending through the infrastructure commitments. The deal is structured so that Google wins whether Anthropic succeeds spectacularly or merely succeeds. The only scenario in which Google loses is the one in which it did not invest and Anthropic's $30 billion in revenue flowed exclusively through Amazon's cloud. That is not an investment thesis. It is a defensive necessity dressed up as a strategic partnership, and $40 billion is the price of making sure the best AI company in the world keeps running on your chips.

Amazon doubles down on Anthropic with $25B investment, mirroring its OpenAI cloud deal

Amazon is now running the same playbook with both of the world's top AI labs. Two months after investing $50 billion in OpenAI and striking a $100 billion cloud deal, Amazon announced a similar arrangement Monday with its original AI partner, Anthropic: up to $25 billion in new investment and a $100 billion-plus commitment to AWS over 10 years. The deal also secures Anthropic up to 5 gigawatts of capacity on Amazon's custom Trainium chips, a direct rebuttal to OpenAI's claim last week that Anthropic made a "strategic misstep to not acquire enough compute" and was "operating on a meaningfully smaller curve." In a blog post announcing the expanded Amazon deal, Anthropic acknowledged that surging consumer demand has strained its infrastructure, impacting reliability during peak hours -- a pressure the expanded AWS deal is designed to relieve. For perspective, a large nuclear power plant produces about 1 gigawatt, so Anthropic is securing the computing equivalent of up to five nuclear plants' worth of capacity. As part of the deal, the full Claude Platform will be available directly within AWS, letting customers access Anthropic's tools through their existing AWS account, billing, and security controls -- a deeper integration than offering Claude through Amazon's Bedrock marketplace. Amazon is investing $5 billion in Anthropic now, with up to $20 billion more tied to commercial milestones, on top of the $8 billion it previously invested, dating back to 2023, when Amazon first backed Anthropic. The initial investment is at Anthropic's latest valuation of $380 billion. It comes as both Anthropic and OpenAI prepare for potential IPOs, with each company seeking to demonstrate the long-term capacity commitments that public market investors will expect. "Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand," said Anthropic CEO Dario Amodei in a statement, noting that more than 100,000 customers are building on Claude through AWS. Microsoft has also invested in both labs -- putting more than $13 billion into OpenAI and up to $5 billion into Anthropic. The two Seattle-area tech giants are now placing parallel bets on the same two AI companies, each jockeying for position as AI reshapes the cloud market. "Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon," said Amazon CEO Andy Jassy in a statement. Anthropic's cloud commitment spans Amazon's Trainium2 through Trainium4, with the option to purchase future generations of Amazon's custom silicon as they become available. The companies said nearly 1 gigawatt of Trainium2 and Trainium3 capacity will come online by the end of this year, and that Anthropic currently uses more than 1 million Trainium2 chips to train and serve Claude.

Anthropic and Amazon agree $100bn AI infrastructure deal

Anthropic has committed to spend more than $100bn on chips and computing power from Amazon as it seeks to bulk up its capacity after running up against supply constraints. The $380bn AI lab will receive up to 5 gigawatts of new capacity to train and run its model Claude over the next decade, with close to a fifth of that arriving this year, it announced on Monday. Amazon will invest $5bn into Anthropic immediately at its current valuation and up to a further $20bn over time. Anthropic and rivals including OpenAI have sought to lock in as much computing power as possible in order to serve their models to customers and continue their turbocharged growth. The success of Anthropic's AI tools this year, in particular its coding tool Claude Code, has tested the company's ability to reliably serve customers. The start-up has suffered a number of outages this year. Dario Amodei, chief executive of Anthropic, said: "Our users tell us Claude is increasingly essential to how they work and we need to build the infrastructure to keep pace with rapidly growing demand." Earlier this month, the group announced deals with Google and Broadcom which will add another roughly 5GW over the coming years to its stockpile of computing power. Late last year, Amodei criticised rivals that had pledged hundreds of billions of dollars to secure chips and infrastructure in remarks that were widely seen as a veiled reference to OpenAI. "I think there are some players who are 'YOLO'-ing, who pull the risk dial too far," he told a New York Times conference in December, referring to the term 'you only live once'. But the strain on Anthropic's computing resources in recent months has spurred dealmaking, said people with knowledge of the matter. Like OpenAI, Anthropic has struck agreements which are circular in nature, taking investment from partners such as Amazon and then purchasing more of their chips. Its need for data centre capacity will increase with the widespread release of the company's powerful new AI model, Mythos, which is available only to a small group of partners. Anthropic's annualised revenue has surged from $9bn at the end of last year to more than $30bn. "Growth at this pace places an inevitable strain on our infrastructure," the company said on Monday, highlighting "reliability and performance" issues during peak hours. "We are building the infrastructure needed to keep Claude at the frontier and reliably serve our growing customer base." Amazon has invested $8bn in Anthropic since 2023. In February, the group agreed to invest $15bn in OpenAI immediately and up to $50bn over time. Anthropic is one of the largest customers for Amazon's Trainium series of chips. The cloud giant sought to leverage its relationship with the start-up to position its semiconductors as a rival to Nvidia's popular GPUs. Andy Jassy, Amazon's chief executive, on Monday said the deal "reflects the progress we've made together on custom silicon". The cloud giant is building vast data centre capacity for the AI lab, including through Project Rainier, a large data centre programme beginning with a 2.4GW campus in New Carlisle, Indiana. OpenAI turned to Amazon late last year to secure capacity after it renegotiated the terms of an exclusive deal it held with Microsoft.

Alphabet backs Anthropic with $40B in intensifying AI compute race

Earlier plans outlined a $50 billion investment to build U.S. data centers, reinforcing its long-term infrastructure strategy. Despite competing in AI models, Google plays a critical role as Anthropic's infrastructure partner. Anthropic relies heavily on Google Cloud, particularly its tensor processing units, or TPUs, which offer an alternative to NVIDIA's high-demand GPUs. The new investment expands that relationship significantly. Google Cloud will provide an additional five gigawatts of compute capacity over five years, with room for further scaling. This builds on earlier collaborations. Anthropic recently partnered with Google and Broadcom to access TPU-based capacity starting in 2027. A Broadcom filing later pegged that capacity at 3.5 gigawatts. The investment follows the limited release of Anthropic's latest model, Mythos. The company describes it as its most powerful system yet, with strong cybersecurity applications. However, Anthropic has restricted access due to misuse risks. The model has already appeared in unsanctioned environments, raising concerns about control and safety. It is also expected to be expensive to run at scale, adding further pressure on infrastructure.

Marvell stands to gain from boosted Amazon-Anthropic partnership

Chipmaker Marvell Technology will be a beneficiary of the expanded partnership between Amazon and Anthropic announced on Monday, Street analysts are betting. Anthropic said Monday it will be spending more than $100 billion on Amazon Web Services technologies over the next decade, aiming to secure up to 5 gigawatts of new capacity to train and run Claude, its group of large language models. The capacity boost will involve Amazon's series of AI-dedicated Trainium chips, which the company builds along with inputs from Marvell. Marvell is a key supplier for a range of Amazon's cloud infrastructure, delivering optical processors, retimers and other hardware. "The company is [Amazon Web Service's] long-standing [application-specific integrated circuit] ASIC design partner on the Trainium program (Trainium 2) and is in the midst of ramping Trainium 3, with strong content-gain potential in Trainium 4," analysts for JPMorgan said in a Tuesday note. Analysts for RBC Capital Markets raised their price target for Marvell to $170 on Tuesday, up from $115. The stock was trading Tuesday in the range of $150 per share. MRVL YTD mountain Marvell shares year to date In addition to AI chips, Marvell supplies Amazon with ethernet switches, data processing units, and optical signal processors, all of which should be in greater demand from Anthropic's Claude commitment to Amazon. "We see room for near-term upside primarily from ... optical connectivity strength and believe that the AWS/Anthropic agreement will help sustain strong double-digit growth momentum into FY28 and beyond," RBC Capital Markets analysts wrote to clients, adding that "[Marvell's] opportunity with [Trainium 4] looks even more compelling given its optical scale-up." Analysts also see gains for data-center hardware maker Astera Labs as a result of the Anthropic-Amazon collaboration. RBC Capital Markets raised its price target for Astera Labs by 11% to $250 from $225 for an "implied all-in return" of 42%. "We believe the company is ramping Scorpio-X switches in [the second half of 2026] to support Amazon Trainium 3 XPU ramp," JPMorgan analysts said Tuesday. Astera Labs' Scorpio-X switch business was referenced in multiple notes. The company says its switches are built "to deliver the highest back-end bandwidth for AI scale-up (GPU-to-GPU communications)" and that their design "enhances data parallelism, reduces latency, and improves scalability for next-generation AI applications." Amazon said it's investing $5 billion in Anthropic on Monday, with an additional $20 billion coming the in the longer term. "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS," Dario Amodei, CEO and co-founder of Anthropic, said in a Monday release.

Amazon will invest up to $25 billion in Anthropic in a broad deal

Amazon and Anthropic are strengthening their ties once again, with steep financial commitments made on both sides. Today, Amazon announced that it will invest $5 billion in the AI company, along with as much as $20 billion in additional payments if certain milestones are met. This news follows the initial $4 billion investment Amazon made in Anthropic in 2023 and a second $4 billion round from 2024. On Anthropic's side, it has committed to continued use of Amazon's custom Trainium silicon for its AI models. The latest agreement will see Anthropic promising to spend more than $100 billion on AWS technologies over the coming decade. It will secure up to 5 gigawatts of current and future chip capacity for training and powering its models. Their partnership is also bringing Anthropic's Claude platform to Amazon Web Services customers within the AWS portal, removing the need for additional credentials.

Google investing up to $40 billion in Anthropic, the company behind Claude

Google is preparing a massive investment in Anthropic, the company behind Claude, despite its own Gemini model competing with the AI company. Bloomberg reports that Google is investing $10 billion in Anthropic now, with another $30 billion if certain "performance targets" are hit. The investment will support a "significant expansion" to Anthropic's computing capacity. Anthropic said that Google is committing to invest $10 billion now in cash at a $350 billion valuation, the same amount it was valued at in a funding round in February, not including the recent money raised. The Alphabet Inc.-owned company will invest another $30 billion if Anthropic hits performance targets, the startup said Friday, and support a significant expansion of Anthropic's computing capacity. The initial $10 billion investment is at a a $350 billion valuation, with another recent investment including $5 billion from Amazon. Anthropic is already a major customer for Google's cloud services, with a recent deal seeing Google powering future Claude services as new capacity comes online. Google is also one of the few companies with access to Anthropic's Mythos model, which is considered too dangerous for wide release at this point. Meanwhile, Google's own AI model goals are caught up in a race to keep up with Claude. Just this week, another Bloomberg report revealed that Google is concerned about its lower position in the market for AI coding, which Anthropic currently dominates. While Google has put effort into "vibe coding," Claude has become the go-to option for this particular AI use case.

Amazon Plans to Invest Up to $25 Billion in Anthropic

Amazon has agreed to invest as much as $25 billion more in Anthropic, the artificial intelligence start-up that created the Claude chatbot, the companies said on Monday, the latest in a series of massive deals between tech giants and A.I. start-ups. Amazon, which previously invested $8 billion in Anthropic, is already one of the start-up's largest investors. In the latest deal, Amazon plans to invest $5 billion to start, with the potential to add another $20 billion if Anthropic hits certain milestones. Anthropic, in turn, committed to spend $100 billion on computing power and other services from Amazon's cloud computing business over the next decade. The start-up will also continue to use specialized computer chips that Amazon has designed as an alternative to high-priced chips from Nvidia, the Silicon Valley chipmaker that dominates the A.I. market. The largest tech companies are continuing to pour billions of dollars into A.I. despite worries by some investors that the costs are too high. Over the past few years, spending on A.I. has climbed to record heights, raising questions about whether the boom can be sustained. The agreements between Amazon and Anthropic are also the latest example of the circular deal making at the heart of the A.I. surge. Amazon, Google, Microsoft and Nvidia have invested huge sums in companies like Anthropic and OpenAI. In exchange, these start-ups purchase massive amounts of computing power from the same investors. Amazon and Anthropic are betting that they can deliver leading A.I. technologies using alternatives to Nvidia's powerful but expensive chips. Over the past year, Anthropic has become one of the largest users of Amazon's latest chip, known as Trainium. "Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand," Dario Amodei, Anthropic's chief executive, said in a statement. Andy Jassy, Amazon's chief executive, said in a statement that Anthropic's bet to run its models on Amazon's chips over the next decade "reflects the progress we've made together on custom silicon." In February, Anthropic completed a funding round that brought $30 billion into its coffers, valuing the young company at $380 billion, which was more than double its valuation from the previous September. The new deal with Amazon does not affect Anthropic's valuation. Amazon in February also said it was investing $50 billion in OpenAI, the start-up behind ChatGPT that has said it would spend more than $100 billion on Amazon's services. Amazon has told investors that it expects to spend $200 billion this year on capital expenditures, primarily to build data centers and fill them with chips used to power A.I. Mr. Jassy wrote in a shareholder letter earlier this month that the investments were not made "on a hunch," but reflected commitments from OpenAI and other unannounced deals. (The Times sued OpenAI and Microsoft in 2023 for copyright infringement of news content related to A.I. systems. The two companies have denied those claims.)

Amazon puts up to $25 billion more into Anthropic

The deal is Amazon's second consecutive mega-round with a frontier AI lab, following a near-identical $50 billion investment in OpenAI two months ago. Anthropic's annualised revenue has reached $30 billion. The arrangement locks Anthropic into AWS's Trainium chips through Trainium4 and secures up to 5 gigawatts of compute capacity for Claude. Amazon has agreed to invest up to $25 billion in Anthropic, the AI safety company behind the Claude family of models, as part of an expanded agreement that simultaneously locks in more than $100 billion of cloud spending by Anthropic on Amazon Web Services over the next decade. Amazon is making an immediate investment of $5 billion, with up to $20 billion more tied to commercial milestones. This is on top of the $8 billion Amazon had already committed to Anthropic since 2023, bringing total potential Amazon investment to approximately $33 billion. The structure of the deal is worth examining. Amazon is not writing a cheque for $25 billion outright; the bulk of the new capital is contingent on performance. Simultaneously, Anthropic's $100 billion spending commitment to AWS is not a payment but a procurement pledge, a commitment to buy cloud compute, custom AI chips, and infrastructure services from Amazon over ten years. Amazon funds Anthropic, and Anthropic spends that capital on Amazon's infrastructure. The same structure was used two months ago when Amazon invested $50 billion in OpenAI as part of a comparable $100 billion cloud commitment. The compute at the centre of the agreement is Amazon's Trainium chip line, its in-house alternative to Nvidia GPUs for AI training and inference. The deal covers current Trainium2, the forthcoming Trainium3, and Trainium4, which has not yet been released. It also includes tens of millions of Graviton CPU cores. Anthropic secures up to 5 gigawatts of capacity to train and deploy its Claude models under the deal. Amazon said that significant Trainium2 capacity is coming online in the second quarter of 2026, with nearly one gigawatt of combined Trainium2 and Trainium3 expected by year-end. The compute commitment is a direct response to what Anthropic describes as rapidly growing demand: the company's annualised revenue has reached $30 billion, up from approximately $9 billion at the end of 2025. The partnership also deepens how Anthropic's models are distributed. AWS customers will now be able to access the full Claude Platform, Anthropic's native product interface, directly through their existing AWS accounts, without separate credentials or billing. This is a step beyond having Claude available through Amazon Bedrock, Amazon's managed AI marketplace. Claude remains the only frontier model available across all three major cloud platforms: AWS Bedrock, Google Cloud Vertex AI, and Microsoft Azure Foundry. The geopolitical backdrop matters to this deal. Anthropic is currently barred from Department of Defense contracts following a supply-chain risk designation that it is contesting in court. That dispute sits alongside a broader AI policy environment in which the Trump administration has been simultaneously pressuring AI companies to loosen safety constraints and courting them for national security applications. Dario Amodei, Anthropic's CEO, has been navigating that tension publicly. The commercial momentum of the AWS deal, and the implicit validation of Anthropic's infrastructure scale, is one answer to critics, including OpenAI, who suggested last week that Anthropic had made a strategic mistake by not securing enough compute. In November 2025, Microsoft invested up to $5 billion in Anthropic as part of a separate deal in which Anthropic committed to purchasing $30 billion of Azure compute capacity. The AWS deal dwarfs that arrangement and firmly establishes Amazon as Anthropic's primary infrastructure partner. The initial investment in this round is priced at Anthropic's latest valuation of $380 billion. Venture capital firms have reportedly been offering capital at valuations of $800 billion or more ahead of a potential IPO, though no such round has been announced.

Google's $40B Anthropic move is Big Tech's latest huge AI bet

Why it matters: Tech companies with their own AI ambitions keep betting on Anthropic. Driving the news: Google is now committing a $10 billion cash investment at a $350 billion valuation for Anthropic. * This expands the deal between Anthropic, Broadcom and Google to access additional compute capacity, Bloomberg first reported and Axios confirmed. * Shares of Google hit session highs on the news, though tech stocks overall are rallying. Between the lines: The AI financing circle keeps circling. * Anthropic agreed to spend $100 billion to secure up to 5 gigawatts of compute from Amazon to train and run its Claude models. * It will also get 5 gigawatts from Google as part of this latest deal. Zoom out: Both Amazon and Google have been big backers of Anthropic, despite their own AI efforts. * Amazon announced its own $5 billion investment into Anthropic earlier this week (with the option for up to $20 billion more), deepening its stake. Threat level: The additional gigawatts come as OpenAI is positioning compute as the decisive factor in wining the AI race. * "We are moving to a compute-powered economy," Greg Brockman, co-founder of OpenAI told reporters in a Thursday briefing about the lab's newest model, GPT-5.5. * The lab sent a letter to shareholders in early April boasting about its outsized access to compute, which they expect to hit 30 gigawatts by 2030, compared to Anthropic. The bottom line: AI labs will keep making deals to get compute, and those providing it will keep betting on different labs to succeed until the race is over.

Amazon investing up to $25 billion more in Anthropic

A new expanded cloud infrastructure deal announced Monday puts Amazon $AMZN's total potential investment in Anthropic at $33 billion, adding up to $25 billion to the $8 billion the e-commerce giant had already put into the AI startup. The deal includes $5 billion invested immediately at Anthropic's current valuation of $380 billion, with up to $20 billion more tied to commercial milestones. As part of the agreement, Anthropic will direct over $100 billion toward Amazon Web Services technologies across the next decade. The chip coverage under the agreement spans multiple generations of Trainium -- from Trainium2 up through the not-yet-released Trainium4 -- along with Graviton processor cores, according to the company. To support training and deployment of Claude, Anthropic has locked in up to 5 gigawatts of compute capacity under the arrangement, with some Trainium3 capacity slated to become available this year. AWS customers will also gain access to Anthropic's Claude platform directly through their existing AWS accounts, without separate credentials, contracts, or billing relationships, Amazon said. "Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand," Anthropic CEO Dario Amodei said in a statement. "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS." Surging consumer adoption of Claude, combined with growing enterprise and developer usage, has put significant pressure on Anthropic's infrastructure, degrading both its reliability and performance, the company said. Anthropic said the renewed arrangement with Amazon is designed to close that gap in available compute resources. Amazon CEO Andy Jassy said in a statement that Anthropic's decade-long commitment to run its models on AWS Trainium "reflects the progress we've made together on custom silicon." Roughly two months ago, according to TechCrunch, Amazon committed $50 billion to a $110 billion funding round for OpenAI, valuing the ChatGPT maker at $730 billion before the money came in. Like the Anthropic arrangement, a portion of that OpenAI commitment took the form of cloud infrastructure services rather than direct cash investment. Anthropic has been building momentum in recent months, with annualized revenue climbing from about $9 billion at the end of 2025 to more than $30 billion. The number of enterprise clients spending at least $1 million annually has more than doubled since February, crossing 1,000 customers, and paid consumer subscriptions have risen as well. Although AWS is Anthropic's primary training and cloud provider, Anthropic has also struck deals with other cloud providers. A November deal with Microsoft $MSFT saw Anthropic pledge to buy $30 billion worth of Azure compute in exchange for a $5 billion investment from the software giant, according to CNBC, and Anthropic has since broadened its capacity arrangements with both Google $GOOGL and Broadcom $AVGO as well.

Amazon to invest up to another $25 billion in Anthropic as part of AI infrastructure deal

Andy Jassy, CEO of Amazon, speaking with CNBC at the World Economic Forum in Davos, Switzerland, Jan. 20, 2026. Amazon has agreed to invest up to $25 billion in Anthropic, on top of the $8 billion that it's poured into the artificial intelligence startup in recent years, as part of an expanded agreement to build out AI infrastructure. In the announcement on Monday, Anthropic said it's committed to spend more than $100 billion on Amazon Web Services technologies over the next 10 years, including current and future generations of Trainium, Amazon's custom AI chips. Anthropic said it's secured up to 5 gigawatts of capacity for training and deploying its Claude AI models. "Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI," Amazon CEO Andy Jassy said in a statement. Amazon's investment includes $5 billion into Anthropic now, with up to $20 billion in the future tied to "certain commercial milestones," according to a release. The initial investment is at Anthropic's latest valuation of $380 billion. Anthropic said in the release that it will bring nearly 1 gigawatt total of Trainium2 and Trainium3 capacity online by the end of the year. With all of the major hyperscalers competing to build out AI capacity as quickly as possible, Amazon said in February that it expects to shell out roughly $200 billion this year on capital expenditures, mostly on AI infrastructure.

Amazon Will Invest Up to $25 Billion More in Anthropic as AI Demand Surges - Decrypt

The AI company secured 5 gigawatts of computing capacity on Amazon's custom Trainium chips. Amazon.com announced an expanded partnership with AI startup Anthropic late Monday, committing up to $25 billion in new investment that includes $5 billion immediately and up to $20 billion more tied to commercial milestones. The deal adds to Amazon's previous $8 billion investment in Anthropic, bringing its total potential stake to $33 billion. In return, Anthropic committed to spending over $100 billion on Amazon Web Services technologies through 2036. The AI company will access up to 5 gigawatts of computing capacity for training and deploying its Claude AI models on Amazon's custom silicon. Anthropic currently uses 1 million AWS Trainium2 chips, and will gain additional Trainium2 and Trainium3 capacity as Amazon brings 1 gigawatt online by the end of 2026. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy, in a statement. "Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI." Amazon's latest AI partnership follows its $50 billion contribution to OpenAI's $110 billion funding round two months ago, a deal that valued OpenAI at $730 billion pre-money. The e-commerce giant expects to spend $200 billion on capital expenditures this year, with the majority allocated to AI infrastructure development. Founded in 2021 by former OpenAI researchers and executives, Anthropic has grown its annualized revenue to over $30 billion. The company's Claude AI models compete directly with OpenAI's GPT series and Google's Gemini. Amazon's custom chip roadmap includes the Trainium3 processors released in December 2025 and the upcoming Trainium4, which AWS says will deliver 2 exaflops of performance for FP4 data processing.

Anthropic says Google to pump $40 bn into AI startup

San Francisco (United States) (AFP) - Google is planning to invest up to $40 billion in Anthropic, the artificial intelligence firm confirmed Friday, expanding a long-standing alliance between the two companies. The investment builds on a partnership in which Anthropic will use custom Google chips and cloud computing services to power its technology. An Anthropic representative confirmed to AFP that the agreement sees an initial $10 billion investment from Google. The remaining $30 billion will depend on meeting performance milestones. The announcement came just days after Amazon revealed plans to boost its collaboration with Anthropic with a new $5 billion investment, and a plan to invest $20 billion more if performance goals are met. For its part, Anthropic said it has committed to spending more than $100 billion on Amazon Web Services (AWS) technology to power AI in the coming decade. Anthropic is among AI sector rivals spending tens of billions of dollars on computing infrastructure to lead in the technology. Anthropic said in early April that it had tripled its annualized revenues quarter-on-quarter to over $30 billion -- outpacing OpenAI for the first time. Anthropic chief executive Dario Amodei visited the White House, where both sides struck a friendly tone, following a dispute over the tech company's refusal to grant the military unconditional use of its AI models. Earlier this month, Anthropic announced its newest AI model Mythos, withholding it from public release due to its potential cybersecurity risks. However, Anthropic said this week that it is investigating unauthorized access to Mythos, a powerful model which the company itself worries could be a boon for hackers. Anthropic said earlier this month it restricted the release of Mythos to 40 major tech firms to give them a head start in fixing cybersecurity vulnerabilities before they could be exploited by attackers.

After Amazon, Google commits up to $40bn in Anthropic

In a similar deal, Amazon said that it plans to invest up to $25bn into Anthropic. Google is investing $10bn in Anthropic, with another $30bn to potentially follow if the AI start-up meets set performance milestones. The Alphabet-owned company is investing in Anthropic at the $350bn valuation it hit in January. The AI start-up raised $30bn in a round led by GIC a month later, at a market price of $380bn. Investors have valued Anthropic at $800bn or more as the company reportedly prepares for an initial public offering around October this year. Google has already invested billions into Anthropic since 2022, despite engaging in heavy competition with Claude, with its own Gemini series of AI models and tools. Google said the latest support will help Anthropic expand its computing capacity. Anthropic is commanding a growing number of enterprise customers, overtaking OpenAI in terms of up take from first time users. The growth comes amid a series of successful launches from Anthropic, including Claude Code, Cowork, and the somewhat controversial Mythos, touted as being unparallelled in vulnerability detection and exploitation. The latest investment from Google is an expansion of a partnership the two companies announced with Broadcom earlier this month. As part of the deal, Anthropic has agreed to tap 3.5GW of Google's tensor processing unit (TPU) capacity from Broadcom. The multi-gigawatt capacity is expected to come online in 2027. Google's TPUs are the best possible alternative to Nvidia's chips for AI use cases. Last year, Google said it will provide Anthropic with 1m TPUs in a deal worth "tens of billions" of dollars. The deal is expected to bring "well over" 1 GW of capacity online in 2026. Meanwhile, the two also have a deal which will see Google Cloud providing 5 GW of computing capacity to Anthropic over the next five years. In a similar announcement made just days earlier, Amazon said that it plans to invest up to $25bn into Anthropic - $5bn up front and as much as $20bn in the future. The e-commerce giant has already invested $8bn in Anthropic, while the AI start-up has also committed to spending more than $100bn over the next decade on Amazon's cloud technologies. Earlier this month, reports suggested that Anthropic was exploring the possibility of building its own chips, worried that supply might not keep pace with the development of new AI systems. Rivals Meta and OpenAI already have such projects underway. Google, meanwhile, made a series of new enterprise-focused launches, including the latest generation of its TPUs, at its annual Cloud Next conference last week. Don't miss out on the knowledge you need to succeed. Sign up for the Daily Brief, Silicon Republic's digest of need-to-know sci-tech news.

Amazon to invest up to $25B in Anthropic as part of expanded cloud partnership - SiliconANGLE

Amazon to invest up to $25B in Anthropic as part of expanded cloud partnership Amazon.com Inc. plans to invest up to $25 billion in Anthropic PBC and provide the company with a significant amount of additional computing capacity. The collaboration, which was announced today, builds on an existing partnership that stretches back three years. Amazon previously built an AI cluster called Project Rainier to host Anthropic's internal workloads. It has also invested $8 billion in the artificial intelligence developer. The newly expanded partnership will see Amazon provide the company with another $5 billion in funding. The cloud and retail giant plans to invest up to $20 billion more at an unspecified later date. Anthropic, for its part, has committed to spending over $100 billion on Amazon Web Services over the next decade. That component of the partnership will give the AI developer access to up to 5 gigawatts of computing capacity. Anthropic disclosed today that it already uses more than one million of the cloud giant's custom AWS Trainium2 chips. Many of those processors are deployed in the Project Rainier cluster that AWS has built for the company. The cluster, which ranks as one of the largest of its kind in the world, came online last year and is spread across multiple data centers. Anthropic will gain access to an unspecified number of additional Trainium2 chips by the end of June. In the second half of the year, AWS will add even more computing capacity powered by Trainium2 and its newer, more performant Trainium3 chip. Anthropic says that the upgrades will provide it with nearly 1 gigawatts of computing capacity. Trainium3 made its debut in December. It includes 8 cores that together provide double the performance of a Tranium2 chip. Developers can optionally combine multiple cores into one large, logical core called an LNC that can speed up some workloads. AWS runs the Trainium3 in internally-designed servers that can provide up to 362 petaflops of capacity when processing MXFP8 data. The 144 accelerators installed in each system exchange data via a switch called the NeuronSwitch-v1. It's based on a custom design that provides double the bandwidth of AWS' previous-generation network device. The newly announced partnership also encompasses the Amazon unit's upcoming Trainium4 chip. According to AWS, servers based on the processor will provide more than 2 exaflops of performance when processing FP4 data. Anthropic will have the option to use the even more advanced AI chips that are expected to succeed Trainium4 once they become available. Anthropic will use the AI accelerators together with AWS Graviton central processing units. The newest chips in the series feature 96 cores that each include a 2-megabyte L2 cache. Anthropic plans to rent CPU capacity equal to tens of millions of Graviton cores. In the go-to-market arena, the companies intend to bring the "full Anthropic-native Claude console" to AWS. The integration will enable customers to access the AI model series using the cloud provider's billing, monitoring and account management features. That will avoid the need for duplicate administrative workflows. "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS," said Anthropic co-founder and chief executive officer Dario Amodei.

Amazon deepens Anthropic deal with $25 billion new investment

Amazon has committed to investing $5 billion in Anthropic, with a potential additional investment of up to $20 billion tied to commercial targets. This investment raises Amazon's total potential investment in Anthropic to $33 billion, following a previous commitment of $8 billion. The expanded partnership includes an agreement for Anthropic to secure up to 5 gigawatts (GW) of Amazon's Trainium chips, which are expected to support the development and deployment of Anthropic's AI models. Anthropic will also invest over $100 billion in AWS technologies over the next decade, covering current and future Trainium chips and millions of Graviton CPU cores. Anthropic's AI models, particularly the Claude family, will utilize these chips for training and inference workloads. Significant capacity of the Trainium3 chip is anticipated to be available later this year as part of the agreement. Both companies plan to enhance international inference capabilities across Asia and Europe for Anthropic's expanding global user base. More than 100,000 organizations are reported to use Anthropic's Claude models through AWS, making it a widely adopted offering on Amazon's Bedrock inference service. Anthropic CEO Dario Amodei stated, "Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand." AWS primarily utilizes Trainium chips for its inference workloads. Both Trainium and Graviton technologies support over 100,000 customers. Anthropic relies on AWS as its main cloud and training provider for essential workloads. Under the new agreement, AWS customers can access Anthropic's full Claude Platform directly through their AWS accounts. This integration allows users to leverage AWS's existing access controls and monitoring systems, eliminating the need for separate contracts or credentials. Amazon CEO Andy Jassy remarked, "Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon." The partnership also focuses on large-scale infrastructure projects like Project Rainier, which features one of the world's largest AI compute clusters with approximately 500,000 Trainium2 chips, used for training and deploying Claude models globally. Anthropic collaborates with Amazon's Annapurna Labs to provide feedback on Trainium chip design to better address the needs of advanced AI models.

Amazon ploughs another $US5b into Anthropic as AI partnership deepens

Amazon is investing an additional $US5 billion ($7 billion) in artificial intelligence giant Anthropic, and may inject $US20 billion more over time, a deal that deepens the companies' ties in an increasingly competitive AI industry. Anthropic, which makes the Claude chatbot and coding tool, plans to spend more than $US100 billion over the next 10 years on Amazon's cloud technologies and chips, the companies said in a statement on Monday. Amazon shares gained about 3 per cent on the news in extended trading.

Amazon invests another $5 bn in Anthropic

San Francisco (United States) (AFP) - Amazon on Monday said it pumped another $5 billion into Anthropic as it ramps up its collaboration with the startup behind Claude artificial intelligence. The e-commerce and cloud computing colossus noted that the investment builds on $8 billion it had already invested in Anthropic, according to the companies. Amazon added that it could invest $20 billion more in Anthropic, provided the startup meets certain performance goals. For its part, San Francisco-based Anthropic said it has committed to spending more than $100 billion on Amazon Web Services (AWS) technology to power AI in the coming decade. "We need to build the infrastructure to keep pace with rapidly growing demand," Anthropic chief executive Dario Amodei said in a release. "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers." Anthropic said in early April that it had tripled its annualized revenues quarter-on-quarter to over $30 billion -- outpacing OpenAI for the first time. Amodei visited US officials last week at the White House, where they struck a different tone from the dispute that erupted in February, when the AI startup infuriated Pentagon chief Pete Hegseth by insisting its technology should not be used for mass surveillance or fully autonomous weapons systems. "We discussed opportunities for collaboration, as well as shared approaches and protocols to address the challenges associated with scaling this technology," a White House spokesperson told AFP. The rhetoric marks a departure from months earlier, when President Donald Trump instructed the US government to "immediately cease" using Anthropic's technology after the company refused to allow the Pentagon unconditional use of its Claude AI models. Anthropic has challenged the Trump administration in court, as well as Hegseth's move to add the company to a list of firms that pose a "supply chain risk." Earlier this month, Anthropic announced its newest AI model Mythos, withholding it from public release due to its potential cybersecurity risks.

Google Just Bet $40 Billion on Its Biggest Rival -- Here's Why

Google's parent company, Alphabet, will provide an immediate infusion of $10 billion in cash at a valuation of $350 billion, The Wall Street Journal reported Friday afternoon. The remaining $30 billion is contingent on Anthropic achieving specific performance goals and will largely support a massive expansion of its computing capacity. Google already has a 14 percent stake in Anthropic after investing more than $3 billion in the company since 2023, according to CNBC. The unlikely collaboration marks the latest dramatic escalation in the ongoing battle for AI supremacy. It comes just days after Amazon announced it was also expanding its investment in Anthropic, the San Francisco-based AI safety and research company founded in 2021 by former OpenAI researchers Dario and Daniela Amodei.

AI Startup Anthropic Commits $100 Billion to Amazon's AWS Over Next 10 Years

Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.

Amazon investing up to $25bn in Anthropic AI infrastructure deal

This latest investment is in addition to the $8bn Amazon has already contributed to the organisation. In line with a strategy to expand AI infrastructure, Amazon has announced plans to invest up to $25bn into Anthropic, $5bn now and as much as $20bn in the future. To date Amazon has invested $8bn in Anthropic and the AI start-up has also committed to spending more than $100bn over the next 10 years on Amazon's cloud technologies. This will include current and future generations of Trainium, which is Amazon's custom silicon and tens of millions of Graviton cores, Amazon's CPU chip. Additionally, Anthropic will secure up to five gigawatts of capacity to train and power their AI models, including significant Trainium3 capacity which is expected to come online this year. Commenting on the announcement, Andy Jassy, the CEO of Amazon, said, "Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI." The news is hot on the heels of Anthropic's plans to release Mythos, the platform's latest model, to UK financial institutions. The model was launched as part of a limited release earlier this month, with access granted to big businesses and financial organisations to bolster their security and reportedly, Mythos vastly outperforms other AI models in vulnerability detection and exploitation. Amazon has been investing heavily in AI infrastructure as of late, with a $50bn contribution to a recent OpenAI funding round that closed at $110bn. As part of the round, Nvidia invested $30bn and SoftBank invested $30bn. The investment brought OpenAI from a $500bn valuation to a $730bn pre-money valuation. OpenAI also has an additional deal with Amazon in which the organisation will utilise 2GW of computing capacity powered by Amazon's in-house Trainium chips. Don't miss out on the knowledge you need to succeed. Sign up for the Daily Brief, Silicon Republic's digest of need-to-know sci-tech news.

Google AI strategy: Why is the tech giant betting up to $40 billion on AI competitor Anthropic

Google Anthropic investment explained: Google-parent Alphabet is stepping up its involvement in the artificial intelligence space with a major new commitment to Anthropic, signaling how quickly competition is escalating among tech giants building advanced AI systems. Alphabet has agreed to invest up to $40 billion in the AI startup, as per a report. This includes an initial $10 billion investment made at Anthropic's latest valuation of $350 billion, as per Reuters. A further $30 billion will depend on whether Anthropic meets specific performance targets. The move builds on an existing relationship between the two companies. Google has already invested more than $3 billion in Anthropic, including earlier rounds such as a $300 million investment in 2023 followed by an additional $2 billion, as per a CNBC report. The partnership has continued to expand alongside Anthropic's rapid growth. Anthropic has emerged as one of the key players in the AI industry, particularly known for its Claude models and its Claude Code tool, which has gained strong traction among developers. The company's annual revenue run-rate has now surpassed $30 billion, a significant jump from about $9 billion at the end of 2025. As demand for its AI tools has grown, Anthropic has faced increasing pressure on its computing infrastructure. To manage this, the company has been securing large-scale capacity deals and expanding its compute resources through multiple partnerships across the industry. The new investment from Google also reflects a broader dynamic in the AI race. While Google supports Anthropic's Claude models through its cloud services, it also competes directly with its own AI system, Gemini, in the same market. Alongside this, Google offers its own AI-focused hardware as part of its broader infrastructure strategy. Anthropic's growth has also attracted major backing from other tech leaders. Amazon has recently announced its own large investment in the company, including additional funding tied to future milestones, showing how central Anthropic has become in the AI investment landscape. Founded in 2021 by former OpenAI researchers, Anthropic has grown quickly, with its coding-focused AI tools playing a major role in its rise. Its Claude Code assistant, in particular, has seen strong adoption among developers. The company continues to manage challenges around scaling infrastructure to meet rising demand for its AI systems. Recent deals with chipmakers and cloud providers are part of its effort to expand capacity and support growing usage. How much is Google investing in Anthropic? Up to $40 billion, including performance-based funding. When did Google first invest in Anthropic? In 2023, with a $300 million stake.

Amazon Stock Rises As Anthropic Commits Over $100B to AWS - Amazon.com (NASDAQ:AMZN)

Amazon stock is among today's top performers. What's driving AMZN stock higher? AI Partnership Deepens With $100B AWS Commitment The commitment includes the use of current and future generations of Amazon's Trainium chips, along with tens of millions of Graviton cores, to support the training and deployment of Anthropic's AI models. Anthropic is expected to secure up to 5 gigawatts of compute capacity, including access to upcoming Trainium3 systems. The agreement deepens an existing partnership between the companies, with more than 100,000 customers already running Anthropic's Claude models on AWS. The collaboration also includes expansion into international markets across Asia and Europe to support growing demand. Amazon said it will invest $5 billion in Anthropic immediately, with the potential to invest up to an additional $20 billion tied to certain milestones. This builds on the $8 billion Amazon has previously invested in the company. Anthropic will continue using AWS as its primary cloud provider for mission-critical workloads, leveraging Amazon's infrastructure to scale AI model development and deployment. Amazon Tests Highs as Momentum Runs Hot Amazon is sitting just under its 52-week high ($258.60), which often turns into a "decision zone" where buyers and sellers fight over new highs. The stock is trading 14.2% above its 20-day simple moving average (SMA) and 13.9% above its 100-day SMA, a setup that leans toward a strong short- and intermediate-term uptrend. The relative strength index (RSI), a momentum gauge, is 72.90 (overbought), which can line up with strong demand but also a higher chance of short-term cooling. RSI at 72.90 means momentum is running hot, so pullbacks can show up quickly if buyers pause. Even with that strength, the longer-term moving-average picture still carries baggage from the death cross in March (50-day SMA below the 200-day SMA), which is why follow-through matters near the highs. The 12-month gain of 48.39% shows the longer-term tape has rewarded dip-buying, but it also raises the bar for sustaining upside without consolidation. Key Resistance: $258.50 -- where rallies have recently stalled near the 52-week peak Key Support: $226.50 -- an area where buyers have tended to defend pullbacks Amazon Shares Edge Higher AMZN Price Action: At the time of publication, Amazon shares are trading 2.29% higher at $253.96, according to data from Benzinga Pro. Image via Shutterstock This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Amazon Doubles Down On Anthropic With $5 Billion Fresh Injection & 6GW Of Trainium Chip Capacity For Claude AI Models

Anthropic has just landed a multi-Gigawatt deal with Amazon, where it would train & deploy its Claude models on Trainium chips through 2026. Amazon Is Investing Over $20B in Anthropic, While Also Supplying 6GW of Trainum Chips To Anthropic Last week, Anthropic launched its Claude Opus 4.7 models, bringing faster AI capabilities such as Agentic workflows. Today, Anthropic announced that it is collaborating with Amazon to secure additional capacity for its AI models. The new deal will give Anthropic access to multi-Gigawatt worth of compute capacity. For the first half of 2026, Anthropic will secure up to 5GW of compute capacity for training and deploying Claude. These will mainly include Amazon's Trainium2 capacity. Anthropic will further install an additional 1GW capacity featuring both Trainium2 and Trainium3 chips by the end of 2026. We have signed a new agreement with Amazon that will deepen our existing partnership and secure up to 5 gigawatts (GW) of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of this year and nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026. We have worked closely with Amazon since 2023 and over 100,000 customers now run Claude on Amazon Bedrock. Together we launched Project Rainier, one of the largest compute clusters in the world, and we currently use over one million Trainium2 chips to train and serve Claude. Today's agreement expands our collaboration in three ways. Anthropic Anthropic already uses over a million Trainium2 chips to train and serve its Claude models at Project Rainer, one of the largest compute clusters in the world. With the renewed agreement, this project is seeing a massive overhaul. This also aligns with Amazon CEO's recent statement that Graviton and Trainium demand is booming in the AI sector. Anthropic is also rumored to utilize AMD's MI450 AI accelerators. Just in terms of cost, Anthropic is committing over $100 billion over the next 10 years to Amazon's AWS technology services. The expansion plan spans various Amazon chips such as Trainium2, Trainium3, and Trainium4. Anthropic will also have the option to purchase future generations of Amazon's custom silicon as they are deployed. The deal also helps Anthropic to meet the growing needs of its Claude customer base in other regions such as Asia and Europe. Besides the deployment of Trainium chips, Amazon is also investing $5 billion in Anthropic today, and an additional $20 billion is planned in the future. This builds on the $8 billion Amazon has already invested in the firm. Coming back to its Claude Opus 4.7 models, Anthropic has stated that while the new AI model is not as capable as the Mythos preview, the new Opus model is being used to test the cybersecurity capabilities & will be used as a test before broadly deploying Mythos. Recently, there have been reports that the NSA has been using Claude Mythos despite being tagged as a "supply chain risk". NSA will be among the 40 or so organizations that have been given access to Mythos in its preview state. Follow Wccftech on Google to get more of our news coverage in your feeds.

Amazon to invest an additional $5 billion in Anthropic

Amazon is investing an additional $5 billion in Anthropic, and may inject $20 billion more over time, a deal that deepens the companies' ties in an increasingly competitive artificial intelligence industry. Anthropic, which makes the Claude chatbot and coding tool, plans to spend more than $100 billion over the next 10 years on Amazon's cloud technologies and chips, the companies said in a statement on Monday. Amazon shares gained about 3% on the news in extended trading. Amazon was already one of Anthropic's biggest backers, with prior investments totaling $8 billion. For Amazon, the partnership has given its cloud business a leading artificial intelligence model and a major customer for its home-built Trainium line of AI chips. Anthropic, meanwhile, has had access to Amazon's massive roster of corporate clients. More than 100,000 customers run Claude models on Amazon Web Services, the companies said.

Google plans to invest upto $40 billion in Anthropic - The Economic Times

Google is investing a massive $10 billion in AI firm Anthropic. This deal could reach $40 billion, strengthening ties between the two tech giants. Anthropic's AI tools are seeing huge demand. Google aims to boost its chip and cloud services business. This partnership highlights the intense competition in the AI race.Google will invest $10 billion in Anthropic PBC, with another $30 billion potentially to follow, strengthening the relationship between two companies that are at once partners and rivals in the race to build artificial intelligence. Anthropic said that Google is committing to invest $10 billion now in cash at a $350 billion valuation, the same amount it was valued at in a funding round in February, not including the recent money raised. The Alphabet-owned company will invest another $30 billion if Anthropic hits performance targets, the startup said Friday, and support a significant expansion of Anthropic's computing capacity. Anthropic has ramped up its fundraising amid the breakout success of Claude Code, an AI agent that speeds the process of writing computer software. The startup said earlier this week that it nabbed another $5 billion from Amazon, also at a valuation of $350 billion, with the option to inject another $20 billion over time. Anthropic raised $30 billion in February and investors have since sought to back the firm at a valuation of $800 billion or more. Anthropic is a major customer of Google's chips and cloud services, businesses that Google is striving to grow as its main moneymaker, search advertising, matures. Google Cloud will provide 5 gigawatts worth of computing capacity to Anthropic over the next five years, and several more gigawatts could follow. The deal marks an expansion of an agreement announced earlier this month between Anthropic, Google and Broadcom. (A single gigawatt is enough to power about 750,000 US homes at any given time.)Google's tensor processing units, or TPUs, are one of the best alternatives to Nvidia's chips, making them a scarce and precious resource for Anthropic and other AI developers in a business that requires tremendous amounts of computing power. Anthropic, which is considering an initial public offering as soon as October, has been on the hunt for more infrastructure to meet growing demand for its products. Claude Code has quickly become the go-to for engineers across Silicon Valley, including some at Google, spurring a scramble in the rest of the industry to catch up. Anthropic's Cowork agent, which does not require coding skill and can be used to complete a wider range of tasks, is also growing quickly, according to the company. Anthropic Chief Executive Officer Dario Amodei worked at Google as an AI researcher earlier in his career. The companies have maintained close ties since Amodei founded Anthropic with a group of former OpenAI employees in 2021. Last year, Google said it would provide up to 1 million of its TPU chips to Anthropic, in a deal worth tens of billions of dollars. The search giant had already invested about $3 billion into the startup by that point. Yet as Google pours more money into Anthropic, the companies are also battling to be the first to create AI that can match humans' capabilities, and to put their tools in the hands of businesses across the economy. In recent months, Google's leaders have become increasingly worried about the company's position in the burgeoning market for AI coding, which is dominated by Anthropic, current and former employees have said. Anthropic's future is not without risk either. The company has been deemed a supply-chain risk by the Pentagon -- a designation it is currently fighting in court -- after a public dispute about how Anthropic's technology could be used by the US military. Some financial analysts have also raised concerns about so-called circular deals between major computing power providers and AI startups such as Anthropic and OpenAI, in which the tech giants both invest in the startups and sell their chips or data center capacity to them.

Google Plans Up to $40 Billion Bet on Anthropic to Secure AI Ecosystem Leadership

This is part of a broader industry shift where AI companies are no longer limited by algorithms alone, but by access to massive computing capacity. Anthropic's rapid growth in enterprise usage, developer adoption, and Claude Code tools has significantly increased infrastructure strain, making long-term compute partnerships essential. The investment also reflects intensifying competition across the AI stack. Google is simultaneously developing its own Gemini models while backing Anthropic, effectively hedging its position across multiple frontier model platforms. At the same time, rivals such as Microsoft and OpenAI are strengthening their own tightly integrated ecosystems that combine models, cloud infrastructure, and enterprise software distribution. This is turning AI into a vertically integrated race rather than a standalone model competition.

Google Doubles Down on Anthropic With New $40 Billion Investment | PYMNTS.com

Google invested $10 billion Friday at Anthropic's current valuation and plans to invest another $30 billion in the future, contingent upon meeting performance milestones, Anthropic told PYMNTS. Google has been a strategic partner and minority investor in Anthropic for several years, and Anthropic recently expanded its use of TPU chips and Google Cloud services, with 5GW of capacity to come online starting in 2027, according to Anthropic. Bloomberg reported earlier Friday that Google invested the initial $10 billion announced Friday at a $350 billionvaluation, which is the same valuation it achieved in a funding round in February. Reached by PYMNTS, Google confirmed the Bloomberg report. On Monday (April 20), Anthropic and Amazon announced that Amazon would invest another $5 billion in Anthropic on that day and up to an additional $20 billion in the future, depending upon certain commercial milestones. These investments join the $8 billion Amazon already invested in Anthropic. The companies also announced an expanded partnership in which Anthropic has committed to spend over $100 billion over the next 10 years on Amazon Web Services (AWS) technologies, including Trainium and Graviton hardware, and AWS customers will be able to access the full Anthropic-native Claude console from within AWS. Anthropic CEO Dario Amodei said in a Monday press release that Anthropic needs to build infrastructure to keep up with growing demand for Claude as people find the platform increasingly essential to their work. "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS," Amodei said. On April 6, Anthropic announced that it signed a new agreement with Google and Broadcom for multiple gigawatts of TPU capacity that the AI startup expects to start coming online in 2027. Anthropic said that deal marked a major expansion of the company's November 2025 commitment to invest $50 billion in American computing infrastructure. Chief Financial Officer Krishna Rao said in an April 6 press release that the agreement would help the AI startup "keep pace with our unprecedented growth."

Google to invest up to $40 billion in Anthropic amid AI competition: Report

Google plans to invest up to $40 billion in Anthropic, expanding a partnership focused on cloud infrastructure, chips and AI models, while the two companies continue to compete in key areas of the global AI market, according to company statements and media reports. The agreement outlines a multi-stage investment tied to performance milestones, placing Anthropic among the highest-valued AI startups globally and reflecting strong investor interest in frontier AI platforms. Key funding and valuation details include: Google had already invested more than $3 billion in Anthropic since 2023, building a minority stake through earlier rounds. Anthropic has also secured backing from Amazon, which committed $5 billion with plans to invest up to $25 billion more under certain conditions. The partnership reflects Google's efforts to expand its cloud and chip businesses as growth in its core search advertising segment matures, with Anthropic serving as both a partner and a major customer of its infrastructure. The investment is aimed at expanding computing capacity to support rising demand for AI model training and deployment. Key infrastructure and compute details include: Google's tensor processing units (TPUs) are used as an alternative to hardware from Nvidia as competition for AI compute continues. Demand for Anthropic's Claude models, particularly its coding-focused tools, has increased, with the company positioning its offerings around software development. Its Claude Code assistant has seen broad adoption among developers and enterprises, driving rapid revenue growth and placing additional pressure on infrastructure capacity. The relationship between Google and Anthropic combines collaboration with direct competition, as Google provides cloud infrastructure and access to Anthropic's models while also competing with its own AI offerings. Anthropic, founded in 2021 by former OpenAI researchers including CEO Dario Amodei, operates in the same market segments as several major AI developers. Amodei said users are finding Claude "increasingly essential" to their workflows, adding that the company needs to "build infrastructure to keep pace with rapidly growing demand." At the same time, major technology companies are investing in AI startups while also supplying them with infrastructure, a structure that has raised concerns among some analysts about so-called circular deals. Anthropic's product updates, including plugin releases for its Cowork agent, have also influenced broader market sentiment around software companies. The company has faced scrutiny in certain areas, including being designated as a potential supply-chain risk by U.S. defense authorities, a classification it is currently contesting in court. The planned investment highlights the scale of capital and infrastructure required to develop and operate advanced AI systems, particularly as demand for computing resources continues to grow across industries. For Anthropic, the deal secures access to compute capacity needed to support expansion, while for Google it strengthens its position in cloud and AI infrastructure amid increasing competition. Anthropic is also said to be considering an initial public offering as early as October, indicating a potential next phase of growth. An official confirmation with full details is still awaited from the companies.

AI Circular Investments: Google's $40 Bn in Anthropic; Meta's Millions in Amazon Chips

The circular economy that the AI ecosystem has become just got another boost with Google investing in Anthropic and Meta aligning with Amazon Just when we thought that the era of circular investments in the AI ecosystem might be cooling off comes news of Google's $40 billion investment in cash and compute. And hours before Meta announced spends that could be worth millions of dollars to use Amazon AI chips - the AWS Graviton, the ARM-based CPUs. And if you aren't confused around who's invested in whom for what, all we can say is that you aren't trying hard enough. We see no shame in admitting here that we lost touch with reality a long time ago. So, the easiest escape for us from this conundrum was to ask Google to give us an AI summary on circular deals. And it did in the form of a video. Coming to the latest on this front, Google would invest up to $40 billion in Anthropic and support their growing computing needs. Parent company Alphabet is committing $10 billion now at a $350 billion valuation and another $30 billion based on performance targets that Anthropic possibly signed up for. The company had announced a deal with Amazon for 5 gigawatts of new compute just four days ago. Confirming the agreement last night, Anthropic says the investment would fund a major expansion of the Claude-maker's computing capacity while also extending its deal with Google's custom chips and cloud infrastructure to power its technology. The renewed spurt in circular deals is not surprising, given the possibility of both Anthropic and OpenAI seeking IPOs this year or early in 2027. Anthropic has the edge over its rival in terms of its pace of revenue growth at this juncture. It's annualized revenue run-rate crossed $30 billion in April, up from $9 billion in 2025. Small wonder then that even Amazon doesn't want to miss out. They invested $25 billion in Anthropic with an immediate injection of $5 billion and a further $20 billion based on achieving performance goals. At the same time, Anthropic has pledged $100 billion to AWS over the next decade to fuel its technology operations on the cloud. From Google's point of view, it might be competing directly with Anthropic's AI models, but also has the role of infrastructure provider. The Claude-maker relies on Google Cloud for infrastructure and processing capacity via the latter's tensor processing units (TPU) - specialized chips designed for AI workloads and seen as an alternative to Nvidia's GPUs. And while all of this was playing out later in the day, Meta came out with its own plans to invest millions of dollars (they've not given actual numbers) to use AWS Graviton chips to power their AI requirements, Per an announcement by Amazon, the "deployment starts with tens of millions of Graviton cores, with flexibility to expand as Meta's AI capabilities grow." All we can say with some surety is that too this is a long-term deal. The rest of the media statement from Amazon explains how Graviton is the best bet for Meta and what the two companies will gain from it. While all of this may be of interest to the leaders whose quotes adorn the statement, what we found intriguing is the shift away from Nvidia GPUs to Graviton CPUs that Meta has made. Just to clarify, GPUs were the preferred choice for training large models but with agentic AI being the flavour of the past few seasons, and such agents being built on top of trained foundational models, the chips used for the latter are also experiencing a shift. And this is probably where the likes of Graviton come in. Agents require compute power to handle massive workloads for real-time reasoning, coding, search and managing agents across multi-step tasks. Amazon claims their chips are designed specifically for handling AI-led compute. By the way, Meta had signed a $10 billion six-year deal Google Cloud a year ago, despite being rivals in the lucrative online ads space. By the looks of it, AWS appears to have cocked-a-snook at Google Cloud with its latest deal, especially since the announcement came when the Google Cloud Next event was wrapping up and during the conference they announced new versions of their TPUs and turned their Chrome browser into a virtual AI workplace. And if you thought Google paid back in kind with its own $40 billion deal, think again. For Anthropic had signed a $100 billion deal over 10 years for Amazon's own GPU called Trainium, which is used for training and inference, notwithstanding a name that makes it appear to be a processor used for training only. By the way, this was part of Amazon's $5 billion investment in Anthropic. Looks like Andy Jassy wasn't just taking potshots at Nvidia and Intel in his letter to Amazon shareholders earlier this month. He means business and could just be the one laughing all the way to the bank after Anthropic and its rival OpenAI hit the IPO circuit.

Amazon and Anthropic Deepen Ties With Investment and Hardware Pact | PYMNTS.com

In addition, AWS customers will be able to access the full Anthropic-native Claude console from within AWS, using their existing AWS contract with no additional credentials, contracts or billing relationships, the release said. Separately, Amazon will invest another $5 billion in Anthropic today and up to an additional $20 billion in the future, depending upon certain commercial milestones. These will join the $8 billion Amazon already invested in Anthropic, per the release. "Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI," Jassy said in the release. Amodei said in the release that Anthropic needs to build infrastructure to keep up with growing demand for Claude as people find the platform increasingly essential to their work. "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS," Amodei said. Amazon's previous investment of $8 billion in Anthropic was announced in two parts. In September 2023, Amazon invested $4 billion in Anthropic and Anthropic made AWS its primary cloud partner. Then, in November 2024, Amazon invested another $4 billion in Anthropic and Anthropic made AWS its primary training partner. It was reported in July 2025 that Amazon was mulling a new multibillion-dollar investment in Anthropic that would deepen a partnership that has become crucial to the futures of both companies. That report said the companies were already working on one of the world's largest data center projects and collaborating on sales of Anthropic's technology to Amazon's cloud computing customers.

Amazon to invest up to $25 billion in Anthropic as part of $100 billion cloud deal - The Economic Times

Amazon is injecting up to $25 billion into AI startup Anthropic, solidifying a partnership where Anthropic commits over $100 billion to Amazon's cloud services. This significant investment, building on previous funding, aims to bolster Anthropic's AI models and secure crucial cloud infrastructure for the burgeoning AI sector.Amazon said on Monday that it will invest up to $25 billion in Anthropic, as the AI startup commits to spending more than $100 billion over the next 10 years on Amazon's cloud technologies. The deal deepens the two firms' relationship as Anthropic rushes to secure capacity to bolster ⁠its models. Seattle-based ⁠Amazon will invest $5 billion in Anthropic now, and an additional $20 billion in the future, subject to certain commercial milestones. This is in addition to the $8 billion Amazon previously invested in the company. Amazon has struggled to generate buzz around its own AI models, such as Nova, while continuing to be a leader in ⁠providing critical infrastructure for the AI boom, such as cloud computing power. Amazon said it anticipates around $200 billion this year ⁠on capital expenditures, largely for AI development. Amazon is also making big bets on the largest AI startups. The new investment in Anthropic, the creator of Claude, follows Amazon's announcement earlier this year it would invest up to $50 billion in OpenAI, the maker of ChatGPT. In a statement, Anthropic said it expected to bring roughly 1 gigawatt of capacity via Trainium2 and Trainium3 chips by year-end. Anthropic ultimately expects to secure up to 5 gigawatts of such capacity. Amazon CEO Andy Jassy ⁠said in a statement that Anthropic's use of Trainium chips "reflects the progress we've made together on custom silicon." Anthropic is aiming to pull ahead in the AI race with model releases focusing on coding and design, while Amazon seeks customers for its custom silicon chips built for artificial intelligence training and inference. Amazon shares rose around 2.7% in extended trading.

Alphabet Plans to Invest $40B in Anthropic as AI Race Intensifies Globally Deal

Computing power has become very important in this race. AI models need large data centers and powerful chips to work well. Anthropic is working hard to secure this capacity. The company has signed deals with Broadcom and CoreWeave to expand its systems. It also plans to use Amazon chips to get nearly one gigawatt of compute power by the end of the year. Earlier, Anthropic shared plans to spend $50 billion on data centers in the United States. These steps aim to support future AI growth. Even with this partnership, Alphabet and Anthropic remain competitors. Alphabet builds its own AI tools while supporting Anthropic at the same time. This creates a unique mix of partnership and rivalry in the . Investors continue to show strong interest in Anthropic. The company raised $30 billion earlier this year at a $380 billion valuation. Some reports suggest it could reach much higher values in the future. Anthropic's new AI tools have already affected global markets. Some releases have caused sharp reactions in software stocks. This shows how powerful AI innovation can be. The stands as one of the biggest deals in AI history. It shows how companies now focus on building strong infrastructure. The race for computing power and better AI models will shape the future of technology.

Google to invest up to US$40B in AI rival Anthropic

Google-parent Alphabet will invest up to US$40 billion in Anthropic, as the tech giant deepens its partnership with the artificial intelligence startup that is also its rival in the global AI race. Anthropic said on Friday that Google has committed $10 billion now in cash at a valuation of $350 billion to help support a major expansion of its computing capacity, and will invest $30 billion more if the Claude maker meets performance targets. The investment comes just days after e-commerce giant Amazon said itwill invest up to $25 billion in the startup, which has managed to stand out in the crowded AI industry by focusing its model training on coding. Anthropic's Claude Code tool has gained strong traction among developers. The company's annual run-rate revenue surpassed $30 billion this month, up from about $9 billion at the end of 2025. The startup raised $30 billion in a funding round in February that valued it at $380 billion post-money amid massive investor interest, and has drawn offers from venture capital firms valuing it at as much as $800 billion, according to media reports. Strong demand for its Claude family of AI models has prompted Anthropic to sign several major deals recently to acquire more computing capacity. Earlier this month, it struck multi-year deals with chipmaker Broadcom and cloud infrastructure firm CoreWeave, and is also set to secure nearly 1 gigawatt of capacity via Amazon's chips by year-end. Last year, Anthropic had said it would invest $50 billion to build data centres in the U.S. to secure infrastructure to deploy and train its models. Earlier this year, a series of plugin releases for Anthropic's Cowork agent sparked a brutal selloff in global software stocks as investors weighed the disruptive potential of sophisticated AI tools.

Anthropic Gets $5Bn from Amazon, Promises $100Bn Worth of Cloud Spends

The company had committed $50 billion to OpenAI recently with an injection of $15 billion immediately and the rest based on milestones Who said circular deals are done and dusted? Amazon might have started late in this game, but they are well and truly hedging bets when it comes to AI supremacy. Having committed $50 billion to OpenAI with an initial injection of $15 billion, the company has now put in $5 billion into Anthropic with another $25 million tied to future milestones. This brings Amazon's total investment into Anthropic at $13 billion, having initially put in $8 billion back in 2023-24 when the company appeared to be lagging industry leader OpenAI. When the company began focusing on enterprise AI and capturing business, Amazon committed funds to OpenAI. Of course, experts say that the battle between OpenAI and Anthropic towards an IPO later this year or early next is what's driving several companies to hedge their bets between the two giants. Of course, Google's Gemini too is in the think of action, though most of their deals have been circular as well. From Amazon's point of view, these investments make sense, especially the one with Anthropic as that company has a commitment to spend $100 billion on Amazon Web Services technology over the next ten years. Amazon has similar deals with OpenAI too, which means that whosoever wins the race, Amazon will be in good spirits. Amazon's commitment to AWS is part of obtaining up to 5GW of new compute capacity to train and run Claude. The latest deal as well as the one with OpenAI involves Amazon's custom chips Graviton and Trainium (competitor of Nvidia). The deal with Anthropic covers chips through Trianium2 to Trianium4, though the latter isn't currently available. Anthropic has also secured an option to acquire capacity on future Amazon chips as and when they become available. Of course, the company has similar deals with Nvidia and Google as well. So, we can assume that the latest funding from Amazon isn't exactly about compute capacity or cloud services. Which leaves us wondering whether a new fundraise is round the corner for Anthropic, given that its rival OpenAI already did one accounting for $118 billion at a valuation in excess of $850 billion just some weeks ago. We did read some reports claiming that VCs were offering Anthropic deals at $800 billion valuation.

Amazon's $25B Anthropic Investment Signals a New AI Arms Race

Amazon is investing $25 billion into Anthropic, signaling a major push into artificial intelligence and intensifying competition with other tech giants in the race to dominate the generative AI market. Both companies have been working together since 2023 to accelerate the adoption of generative AI (Gen AI) across industries, making it easier for customers to build, deploy, and scale the technology. is investing up to US$25 billion in Anthropic, as the AI startup seeks to spend more than $100 billion on Amazon Web Services (AWS) over the next 10 years. The money Amazon has agreed to pour into Anthropic is on top of the $8 billion it has already invested, the technology giant said. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Andy Jassy, CEO of Amazon. Part of the new agreement will include current and future generations of Trainium, Amazon's custom AI chips. Anthropic has confirmed it has secured up to 5 gigawatts of capacity to train and deploy its Claude AI models.

AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years

Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.

Google mulls massive investment in Anthropic

This interest comes amid heightened competition among tech giants to partner with key industry players. Amazon recently announced an investment plan of up to $25bn in Anthropic, confirming the firm's attractiveness. The startup is showing rapid growth, with annualized revenue exceeding $30bn, up from approximately $9bn at the end of 2025, driven by the success of its models with enterprise clients. To support this expansion, Anthropic is ramping up partnerships to strengthen its infrastructure. The company is notably collaborating with Broadcom and Google, has signed an agreement with CoreWeave, and plans to secure nearly one gigawatt of capacity via Amazon's chips. These initiatives illustrate the substantial computing resource requirements needed to sustain large-scale artificial intelligence development.

Google plans to invest up to $40 billion in Anthropic, Bloomberg News reports

April 24 (Reuters) - Google-parent Alphabet will invest up to $40 billion in Anthropic, Bloomberg News reported on Friday, as the tech giant deepens its partnership with the startup which is also its rival in the global AI race. Google has committed $10 billion now in cash at a $350 billion valuation, the report said, adding that the company will invest a further $30 billion if Anthropic meets performance targets and support a major expansion of Anthropic's computing capacity. Anthropic and Google did not immediately respond to Reuters' requests for comment. The report comes just days after Anthropic announced that e-commerce giant Amazon will invest up to $25 billion in the company, underscoring the surge in interest in backing the creator of Claude. Anthropic has enjoyed a sharp uptick in demand this year, with the company's annual run-rate revenue surpassing $30 billion this month, up from about $9 billion at the end of 2025, as the firm's focus on training its AI models for coding has given it a large enterprise customer base. The startup raised $30 billion in a funding round in February that valued it at $380 billion post-money amid massive investor interest, and has reportedly drawn offers from venture capital firms valuing it at as much as $800 billion. Strong demand for its Claude family of models has pushed the company to hunt for more computing capacity, prompting it to sign several major deals in recent weeks. The company struck a deal with Broadcom and Google for AI capacity earlier this month, announced a multi-year agreement with cloud infrastructure firm CoreWeave and is also set to secure nearly 1 gigawatt of capacity via Amazon's chips by year-end. (Reporting by Deborah Sophia in Bengaluru; Editing by Pooja Desai and Tasim Zahid)

Amazon Shares Jump Premarket on Additional Anthropic Spend

Amazon shares rose premarket after the company said after Monday's close that it would invest up to $25 billion in artificial-intelligence company Anthropic. Shares jumped 2.8% in midday European premarket trade to $255.11. Amazon will invest an extra $5 billion in Anthropic, building on a partnership the companies started in 2023 with an initial $4 billion investment by the e-commerce company. As part of the latest deal, Anthropic agreed to spend more than $100 billion over the next 10 years on Amazon's cloud-computing division, Amazon Web Services. Amazon's initial investment in Anthropic will be the main driver of growth in AWS in the first quarter, potentially contributing $1.3 billion to AWS revenues, Bank of America analysts wrote in a note to clients sent before the company's announcement of the additional investment. "We continue to see Amazon as very well positioned to benefit from growing corporate demand for AI capacity," the analysts said. The tech-heavy Nasdaq index rose 0.4% premarket as technology stocks rallied in Europe. Despite continuing uncertainty surrounding peace talks in the Middle East, "the sector continues to operate in its own lane, with ongoing expansion in AI models and applications driving demand for infrastructure," Swissquote senior analyst Ipek Ozkardeskaya said. Write to Joe Stonor at [email protected]

Amazon to invest up to $25 billion in Anthropic as part of deal

STORY: Amazon said Monday that it will invest up to $25 billion in Anthropic. That's as the AI startup committed to spending more than $100 billion over the next 10 years on Amazon's cloud technologies. The e-commerce titan will be investing $5 billion now, and an additional $20 billion in the future, subject to certain commercial milestones. This is in addition to the $8 billion Amazon previously invested in the company. The deal deepens the two firms' relationship as Anthropic rushes to secure capacity to bolster its models. In a statement, the Claude creator said it expected to bring in roughly 1 gigawatt of new computing capacity by year-end using Amazon's Trainium chips. It ultimately expects to secure up to 5 gigawatts of such capacity. Amazon CEO Andy Jassy said in a statement that Anthropic's use of Trainium chips "reflects the progress we've made together on custom silicon."

Amazon bolsters alliance with Anthropic with investment of up to $25bn

Alongside this, Anthropic has committed to spending over $100bn over ten years on Amazon Web Services technologies, specifically focusing on in-house developed Trainium chips. The company has also secured up to 5 gigawatts of capacity for training and deploying its Claude models, with nearly an additional gigawatt expected by the end of the year. This agreement aims to meet surging demand, as the firm claims over 100,000 customers and annualized revenue of more than $30bn. This announcement comes amid intensifying competition amongst cloud giants, who are ramping up investments in artificial intelligence. Amazon forecasts approximately $200bn in capital expenditure this year, largely directed towards such infrastructure. The deal also echoes another commitment of up to $50bn in OpenAI, highlighting the fierce rivalry between the sector's major players as Anthropic considers an IPO.

Anthropic to spend over $100 billion over a decade on Amazon's cloud tech

April 20 (Reuters) - Amazon said on Monday that Anthropic will spend more than $100 billion over the next 10 years on its cloud technologies, deepening their relationship as the AI startup rushes to secure capacity to bolster its models. Amazon will also invest $5 billion in Anthropic now, and an additional $20 billion in the future, subject to certain commercial milestones. This is in addition to the $8 billion Amazon has previously invested in the company. Anthropic is aiming to pull ahead in the AI race with a slew of model releases focusing on coding and design, while Amazon seeks customers for its custom silicon chips built for artificial intelligence training and inference. Amazon shares rose around 2.5% in extended trading. (Reporting by Zaheer Kachwala in Bengaluru; Editing by Pooja Desai)