How the $25 Billion Deal with Amazon Secures Compute Capacity for Anthropic
In Focus
- Amazon will invest $5 billion directly into Anthropic
- $20 billion is linked to specific commercial milestones to be realized in future
- Anthropic will purchase compute capacity worth $100 billion from AWS
Anthropic is partnering with Amazon to secure compute capacity to train and deploy its AI models. Under the latest Anthropic-Amazon partnership, the Claude Code developer will purchase compute capacity worth $100 billion from AWS over the next decade.
New Deal Includes Future Amazon Chip Generations
Anthropic’s spending includes current and future generations of Amazon’s custom AI chips called Trainium. The AI developer also secured computing capacity from AWS as part of its partnership with Amazon.
“We have signed a new agreement with Amazon that will deepen our existing partnership and secure up to 5 gigawatts (GW) of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of this year and nearly 1 GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026,” Anthropic stated in a post on its website.
Anthropic’s partnership with Amazon dates back to 2023. The AI lab said more than 100,000 customers currently access Claude through the AWS cloud infrastructure. The two companies partnered to launch Project Rainier, which is the biggest compute cluster globally. Anthropic currently uses more than one million Trainium AI chips to support Claude training and deployment.
“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 noted.
Amazon’s Investment in Anthropic
As part of the new deal, Amazon will invest up to $25 billion in Anthropic. This investment includes a $5 billion direct investment into the AI company, in addition to the $8 billion already invested as part of a previous AI infrastructure agreement.
The remaining $20 billion is linked to specific commercial milestones to be realized in future. Amazon’s initial $5 billion investment in Anthropic is based on the AI developer’s $380 billion valuation. The investment deal is very similar to the one that Amazon made with OpenAI about two months ago.
In February 2026, OpenAI raised $110 billion in a historic financing round, in which Amazon invested $50 billion. The OpenAI-Amazon deal was partly structured as a cloud service provision. The ChatGPT maker is expected to expand its $38 billion AWS contract by $100 billion over the next 8 years.
Anthropic announced its partnership with Amazon weeks after it introduced Claude Mythos Preview, an AI model that can identify and exploit software and browser vulnerabilities. 40 tech companies are currently testing the AI model.
What Does Amazon’s Partnership Mean for Anthropic?
Anthropic said the latest Claude AI funding will enable it to expand its AI infrastructure. According to the AI developer, demand for Claude Code from developers and enterprises has risen sharply. This has strained its current infrastructure and is impacting performance and reliability.
“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. 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,” Anthropic CEO Dario Amodei noted.
