Amazon will invest up to $25 billion in Anthropic, including an immediate $5 billion investment and up to $20 billion if the partnership hits certain commercial milestone, on top of the $8 billion it has already invested in the artificial intelligence startup.
In a statement, Anthropic said it has committed to spending more than $100 billion on Amazon Web Services (AWS) technologies over the next 10 years, including current and future generations of Trainium, Amazon’s custom AI chips. The company said it has secured up to 5 gigawatts of capacity for training and deploying its Claude AI models.
The scale of the commitment highlights how access to compute infrastructure is emerging as a defining factor in building and deploying frontier AI systems.
More than 100,000 customers are already using Claude through AWS, showing the platform’s growing enterprise adoption.
“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.
Anthropic also said AWS will remain its primary training and cloud provider for mission-critical workloads. The company said it expects to bring nearly 1 gigawatt of Trainium2 and Trainium3 capacity online by the end of the year, with broader deployment spanning multiple generations of Amazon’s Trainium chips.
Anthropic is also working closely with Amazon’s chip team, including Annapurna Labs, to help shape future generations of Trainium processors.
Amazon said Claude will be available directly within AWS accounts, allowing customers to access the platform without separate credentials, contracts or billing.
The companies have also collaborated on Project Rainier, one of the largest AI compute clusters, used to train and deploy Claude models.
Separately, Amazon said earlier this year that it expects to spend roughly $200 billion on capital expenditures, with most of that going toward AI infrastructure such as data centers, chips and networking equipment.
Amazon has also been tightening controls around AI systems, restricting web access for certain AI agents on AWS as security risks associated with autonomous models continue to grow.
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