Amazon to Invest Up to $25B More in Anthropic, Secures $100B AWS Deal

Amazon announced on Monday that it will invest up to an additional $25 billion in Anthropic as part of a sweeping expanded artificial intelligence infrastructure agreement that also locks in more than $100 billion in AWS spending by the Claude model maker over the next decade.

Structure of the deal

The fresh investment comes on top of roughly $8 billion Amazon has already committed to Anthropic over recent years. It is structured as an immediate $5 billion tranche at Anthropic's latest $380 billion valuation, with up to $20 billion more contingent on "commercial milestones," according to Engadget and GeekWire. CNBC confirmed the headline numbers.

In return, Anthropic has committed to spend more than $100 billion on AWS services over the next 10 years, a commitment the companies say will secure up to 5 gigawatts of new compute capacity to train and run the Claude family of models.

Trainium, Graviton and custom silicon

The agreement deepens Anthropic's use of Amazon's proprietary chips. Anthropic will run workloads on AWS Trainium, Amazon's custom AI training silicon, and Graviton, the cloud provider's ARM-based general-purpose processors.

Anthropic remains an independent company; Amazon is not acquiring the startup, which is headquartered in San Francisco.

Dual-track AI strategy

The deal mirrors Amazon's February agreement to invest up to $50 billion in OpenAI, CNBC and GeekWire noted. Taken together, the two pacts signal an AWS strategy of simultaneously backing both leading frontier-AI labs while pushing its own silicon into high-end training workloads. For Anthropic, the deal cements AWS as its primary compute partner at a scale that few rivals can match.