Anthropic reportedly agrees ~ $100B, 10‑year AWS compute commitment

Anthropic said on April 20 that it signed a 10-year agreement to spend more than $100 billion on Amazon Web Services infrastructure for Claude. (anthropic.com) (aboutamazon.com) The companies said the agreement secures up to 5 gigawatts of compute capacity, spanning Amazon’s Trainium2, Trainium3 and Trainium4 chips plus Graviton central processors. (anthropic.com) (aboutamazon.com) Anthropic said new Trainium2 capacity will come online in the first half of 2026, and nearly 1 gigawatt of combined Trainium2 and Trainium3 capacity is due by the end of 2026. (anthropic.com) Amazon paired the cloud commitment with a new $5 billion investment in Anthropic and said it could add up to another $20 billion later. Anthropic said Amazon had already invested $8 billion since 2023. (anthropic.com) (aboutamazon.com) The arrangement gives Amazon a long-term customer for its custom artificial-intelligence chips, which are built to train models and answer user prompts at lower cost than rented Nvidia systems. Amazon said more than 100,000 customers already run Claude on Amazon Bedrock. (anthropic.com) (aboutamazon.com) Anthropic also said AWS will remain its primary training and cloud provider for mission-critical workloads, even as Claude stays available on Amazon Web Services, Google Cloud and Microsoft Azure. (anthropic.com) That multi-cloud point mattered more four days later, when Google said it would invest up to $40 billion in Anthropic, starting with $10 billion and reserving another $30 billion for performance milestones. (cnbc.com) CNBC reported that Google’s deal followed Anthropic’s separate announcement with Google and Broadcom for 5 gigawatts of computing capacity expected to start coming online next year. (cnbc.com) Anthropic framed the Amazon expansion around demand, with chief executive Dario Amodei saying users now rely on Claude heavily enough that the company needs more infrastructure to keep up. Amazon chief executive Andy Jassy said Anthropic’s decade-long Trainium commitment reflects progress on Amazon’s custom silicon. (anthropic.com) The result is a startup tying itself to multiple cloud giants at once: Amazon for a 10-year, $100 billion-plus infrastructure commitment, and Google for up to $40 billion in new capital days later. (anthropic.com) (cnbc.com)