Amazon bets $25B more on Anthropic in massive cloud pact
Amazon expands its Anthropic stake with up to $25B tied to a $100B AWS cloud commitment — total investment could hit $33B.
Amazon is doubling down on Anthropic with up to $25 billion in fresh investment — $5B now, $20B to follow — as part of a landmark deal that commits Anthropic to spend over $100 billion on AWS over the next decade.
The compute scope is staggering: Anthropic gets access to up to 5 gigawatts of capacity for training and running Claude, including Trainium2 and Trainium3 chips coming online through 2026. Anthropic's annualized revenue has already crossed $30 billion, up from ~$9B at end of 2025 — signal that enterprise Claude adoption is accelerating fast.
The deal mirrors Amazon's $50B OpenAI pact from two months ago, confirming AWS is playing both sides of the frontier AI race rather than picking a winner.
Why it matters: AWS is quietly becoming the infrastructure backbone of the AI era — and locking in both OpenAI and Anthropic as anchor tenants is a strategic masterstroke.
Sources
Independent coverage
- Amazon to invest up to $25 billion in Anthropic as part of AI infrastructure deal cnbc.com
- Amazon doubles down on Anthropic with $25B investment, mirroring its OpenAI cloud deal geekwire.com
Written by an AI pipeline from the sources above. Methodology · Report an error
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