Amazon and Anthropic have strengthened their partnership with a new $5 billion investment. This is part of a broader agreement that will see Amazon invest a total of $25 billion in Anthropic, including an additional $20 billion tied to commercial milestones.
This comes in addition to the roughly $8 billion Amazon has already committed to Anthropic. Aside from this, Anthropic has agreed to spend more than $100 billion over the next decade on Amazon Web Services (AWS), making it its primary cloud and training partner for large-scale AI workloads.
The companies have been teaming up since 2023, with more than 100,000 customers currently running Anthropic’s Claude models on AWS. Claude is also one of the most widely used model families on Amazon Bedrock, AWS’s platform for accessing third-party and proprietary AI models.
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The expanded collaboration centers around infrastructure, with Anthropic using multiple generations of Amazon’s custom AI chips—Trainium2, Trainium3, Trainium4, and future versions, along with tens of millions of Graviton CPU cores to train and deploy its models. As part of the agreement, Anthropic will secure up to 5 gigawatts of compute capacity. The companies are also jointly working on Project Rainier, an AI compute cluster built using nearly half a million Trainium2 chips, which is currently being used to train and run Claude models and future versions.
“Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand,” said Andy Jassy, CEO of Amazon. “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.”
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“Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand,” said Dario Amodei, CEO and co-founder of Anthropic. “Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS.”
The deal comes amid increasing competition among Big Tech companies to secure AI models and the infrastructure that powers them. Microsoft has committed more than $10 billion to OpenAI, integrating its models across Azure, while Google has also invested in Anthropic and is developing its own models.
Anthropic’s commitment to AWS secures long-term infrastructure demand for Amazon, as AI companies scale compute usage. The deal also includes expansion of inference capabilities across Asia and Europe to support growing international demand for Claude models.