Amazon has poured an additional $5 B into Anthropic, pushing its total stake to $13 B. In exchange, the AI lab will spend more than $100 B on AWS over the next decade, securing up to 5 GW of compute to train and run its Claude model. The deal mirrors Amazon’s earlier $50 B stake in OpenAI for the next ten years, ensuring a steady stream of high‑performance compute.

Central to the pact is Amazon’s custom silicon. Anthropic will tap the new Trainium 4 platform—though not yet available—alongside the released Trainium 3 and the low‑power Graviton CPUs. The agreement also grants Anthropic an option to purchase future Amazon chips as they launch, positioning Claude on the most advanced AI accelerators to accelerate research, reduce training costs, and outpace competitors in the market.

These terms mirror Amazon’s strategy with OpenAI, bundling investment with cloud spend to lock in a dominant AI ecosystem. By committing over a hundred billion dollars, Anthropic guarantees access to cutting‑edge hardware, while Amazon secures a leading position in generative‑AI infrastructure. The move signals that cloud‑centric funding will remain a key lever for AI firms seeking scale in the near term.