Amazon invests up to $25B in Anthropic as AI startup pledges $100B in cloud spending over decade

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.

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.

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 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.

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 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.

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 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 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.

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.

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)