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Amazon Pledges Up to $25 Billion to Anthropic as Startup Commits $100 Billion to AWS

The pact anchors AWS as Anthropic’s core compute supplier for the next decade.

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Overview

  • Amazon, which announced the deal Monday, will invest $5 billion now and up to $20 billion more if milestones are met, on top of its prior $8 billion stake.
  • Anthropic agreed to spend more than $100 billion over ten years on AWS cloud services and chips to train and run its Claude AI models.
  • Anthropic said it plans about 1 gigawatt of capacity this year using Amazon’s Trainium2 and Trainium3 chips and aims for roughly 5 gigawatts over time, with Amazon supplying the needed processors.
  • Amazon said it remains a minority investor with no board seat, and it expects about $200 billion in capital spending this year focused largely on AI infrastructure.
  • Anthropic is also securing Google TPU‑based units through Broadcom for around 3.5 gigawatts, underscoring the rush to lock down scarce AI silicon across multiple suppliers.