Amazon and Anthropic have significantly expanded their AI partnership, combining fresh capital with one of the largest cloud commitments in history. The deal includes a new $5 billion investment from Amazon and a long-term agreement that will see Anthropic spend more than $100 billion on AWS infrastructure over the next decade.
TL;DR
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Amazon is investing $5 billion in Anthropic now, with up to $20 billion more tied to future commercial milestones.
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Anthropic has committed to spending more than $100 billion on AWS technologies over 10 years.
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The agreement includes large-scale access to Trainium-powered compute capacity.
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Anthropic said demand for Claude has surged, pushing its run-rate revenue above $30 billion.
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The move highlights intensifying competition among cloud providers racing to support frontier AI models.
Amazon and Anthropic are scaling their alliance into something much bigger than a standard funding deal, turning it into a long-term infrastructure partnership that reflects the exploding cost and demand of AI development.
Amazon said it is investing an additional $5 billion into Anthropic immediately, while also leaving room to invest up to another $20 billion over time based on commercial milestones. This builds on the roughly $8 billion Amazon had already committed to the company, further cementing its role as one of Anthropic’s biggest backers.
However, the defining feature of the agreement is Anthropic’s commitment to spend more than $100 billion on Amazon Web Services over the next 10 years. According to Amazon, that spending will cover current and future generations of Trainium chips, along with tens of millions of Graviton cores and other AWS technologies needed to train and run advanced AI systems.
The deal also secures Anthropic access to up to 5 gigawatts of compute capacity. Anthropic said it expects meaningful new capacity to come online in the coming months and nearly 1 gigawatt to be available by the end of 2026, underscoring the scale of infrastructure now required to build and serve frontier models.
This expansion comes as demand for Anthropic’s Claude models accelerates across enterprise, developer, and consumer use cases. The company said its annualized revenue run rate has now surpassed $30 billion, up sharply from around $9 billion at the end of 2025, reflecting rapid adoption across its product lineup.
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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. He added that the expanded collaboration with Amazon will help Anthropic continue advancing AI research while delivering Claude to customers, including the more than 100,000 building on AWS.
For Amazon, the partnership is also a major validation of its custom AI silicon strategy. “Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand,” said Amazon CEO Andy Jassy. He added that Anthropic’s decision to run large language models on AWS Trainium for the next decade reflects the progress both companies have made together.
Beyond compute, the partnership also expands product distribution. AWS customers will be able to access the full Anthropic-native Claude Platform from within AWS, while Claude will also remain available through Amazon Bedrock.
The broader context is becoming increasingly clear across the AI sector. It is no longer enough to build advanced models, companies now need long-term access to chips, cloud regions, and power-hungry data center infrastructure. In that sense, Amazon’s expanded Anthropic partnership is not just an investment story, it is a signal that cloud infrastructure is now one of the most important competitive battlegrounds in AI.
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