Anthropic, Amazon links tighten: Anthropic to spend $100 billion over 10 years on AWS capacity

Amazon will invest $5 billion in Anthropic now and up to an additional $20 billion in the future as the Claude model provider plans to secure up to 5 gigawatts of Amazon Web Services capacity for training and deploying its models.

Anthropic said it will use AWS Trainium2 capacity coming online in the first half of 2026 and nearly 1GW of Trainium2 and Trainium3 capacity by the end of the year.

For AWS, Anthropic is a key customer to illustrate that its custom chips can train models. Anthropic and AWS launched Project Rainier, a massive compute cluster to train Claude on more than 1 million Trainium2 chips.

Anthropic added that it has committed more than $100 billion over the next 10 years for AWS services. Anthropic's spend covers AWS Graviton and Trainium2 through Trainium4.

• Amazon CEO Jassy's 2025 shareholder letter: The big takeaways
• AWS fires up Project Rainier, Trainium2 cluster for Anthropic

While the Amazon-Anthropic partnership is notable, Anthropic is also tight with Google Cloud and leverages its TPUs. With Google Cloud Next kicking off this week, it's possible that there will be more Anthropic news on deck.

It's unclear how much of Anthropic Amazon owns with the new stake. Based on analysts and media reports, Amazon likely owns a mid-teens percentage stake with a floor of about 8%. Google's stake in Anthropic is similar. Both hyperscale cloud providers drive revenue growth via Anthropic and participate in upside as the LLM provider grows.

• Anthropic to use Google Cloud TPUs as it diversifies capacity
• Anthropic inks deal with Google, Broadcom for TPU capacity

Anthropic has pursued a chip agnostic approach and runs on all three hyperscalers. Anthropic needs the compute as its annual run rate revenue has topped $30 billion and the company is straining to meet demand.

Andy Jassy, CEO of Amazon, has touted AWS efforts for custom AI chips. "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," said Jassy.

Dario Amodei, CEO of Anthropic, said the deepened relationship with Amazon will help it scale. AWS' reach also has made Anthropic an enterprise staple.