Amazon doubles down on Anthropic

Amazon is putting up to another $25 billion into Anthropic, tightening one of the biggest cloud-and-AI alliances in tech. (aboutamazon.com) Amazon said on April 20 that it will invest $5 billion immediately, with up to $20 billion more tied to future milestones. Anthropic said the deal builds on the $8 billion Amazon had already invested, while Amazon remains a minority investor. (aboutamazon.com) (anthropic.com) In return, Anthropic committed to spend more than $100 billion on Amazon Web Services over the next 10 years, including current and future versions of Trainium, Amazon’s in-house artificial intelligence chips. Reuters and CNBC reported the commitment is aimed at training and running Claude, Anthropic’s flagship model family. (cnbc.com) (usnews.com) The companies are also changing how customers buy Claude. Amazon said AWS customers will be able to use Anthropic’s full native Claude console inside existing AWS accounts, with the same billing, access controls, monitoring, and compliance setup they already use for other Amazon cloud services. (aboutamazon.com) That moves Claude beyond Amazon Bedrock, AWS’s marketplace for outside AI models, and closer to being a built-in AWS service for enterprise buyers. GeekWire reported the integration removes the need for separate credentials, contracts, or procurement reviews that often slow corporate software purchases. (geekwire.com) (aboutamazon.com) The deal lands as Amazon races to add more data-center capacity for AI. CNBC reported in February that Amazon expects about $200 billion in capital spending in 2026, with most of it going to AI infrastructure, and Anthropic’s new AWS commitment gives Amazon a large customer to help fill that capacity. (cnbc.com) Anthropic gets guaranteed access to a huge block of computing power in return. The company said the expanded partnership includes up to 5 gigawatts of new AI infrastructure, and several outlets noted that is roughly the output of about five large nuclear power plants. (anthropic.com) (geekwire.com) Amazon and Anthropic have been linked since 2023, when Amazon first invested $4 billion and made AWS Anthropic’s primary cloud provider. The new agreement deepens that structure at a moment when large model makers are locking in long-term chip and cloud supply wherever they can find it. (nytimes.com) (reuters.com) Anthropic said Claude will still be available on Amazon Web Services, Google Cloud, and Microsoft Azure. But after this deal, Amazon is no longer just hosting Anthropic’s models — it is financing them, supplying the chips, and selling the product through its own cloud accounts. (anthropic.com) (aboutamazon.com)