Amazon invests $5 billion in Anthropic, which pledges $100 billion to AWS
Anthropic's run-rate revenue has passed $30 billion. The new deal secures up to 5 gigawatts of compute.
What was announced
- Amazon invests $5 billion now, and up to $20 billion more later.
- Anthropic commits more than $100 billion to AWS over the next ten years.
- Up to 5 gigawatts of new compute capacity.
- Covers Graviton and Trainium2 through Trainium4 chips.
Anthropic's numbers
Anthropic's run-rate revenue has surpassed $30 billion, up from about $9 billion at the end of 2025.
Other details
- Claude Platform on AWS is "coming soon."
- Amazon CEO Andy Jassy: "Our custom AI silicon offers high performance at significantly lower cost for customers."
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