Amazon to invest $5 billion in Anthropic with up to $20 billion more planned
Anthropic is deepening its relationship with Amazon through a deal that commits the AI startup to spend more than $100 billion on AWS technologies over the next decade, while Amazon plans to invest $5 billion immediately and up to another $20 billion tied to commercial milestones.
The agreement gives Anthropic access to as much as 5 gigawatts of current and future Trainium chip capacity to train and run advanced Claude models.
The move builds on a relationship that has expanded quickly since 2023. More than 100,000 customers already run Claude on AWS, and the two companies have also been working together on Project Rainier, a massive AI compute cluster built around Amazon’s custom Trainium chips. AWS customers will also be able to access the Claude Platform directly inside AWS, expanding distribution beyond Amazon Bedrock.
The Amazon deal is part of a much broader partnership push by Anthropic. Earlier this month, the company said it had signed a new agreement with Google and Broadcom for multiple gigawatts of next generation TPU capacity expected to start coming online in 2027.
Anthropic said that partnership marks its biggest compute commitment to date and comes as annualized revenue run rate surpassed $30 billion, up from about $9 billion at the end of 2025.
Anthropic has also been widening its enterprise channel. In March, it launched the Claude Partner Network with a $100 million commitment for training, technical support, certifications, and joint go to market work with consulting and services firms.
The company said Claude is now the only frontier AI model available across AWS, Google Cloud, and Microsoft, underscoring its effort to distribute through every major enterprise cloud rather than lock itself into a single ecosystem.
That enterprise push has extended into industry specific and security focused partnerships as well. Anthropic’s financial services offering, launched last year, was built to connect Claude with market and enterprise data platforms such as Databricks and Snowflake.
More recently, Anthropic launched its Mythos cybersecurity initiative with major partners and expanded access to dozens of organizations responsible for critical software infrastructure, alongside a commitment of up to $100 million in usage credits and $4 million in donations to open source security groups.
The company has received venture capital interest at valuations as high as $800 billion, more than double its current level, after a February funding round valued Anthropic at $380 billion.
