Amazon and Anthropic are announcing one of the largest AI infrastructure partnerships ever struck, locking in a decade of mutual commitment to building and deploying frontier AI.
Both Amazon and Anthropic announce the two-part mega deal that could be worth up to $125 billion in separate press releases.
Amazon is committing $5 billion to the Claude maker today, with the potential to invest up to an additional $20 billion, if Anthropic hits certain commercial milestones. The latest financial commitments are separate from Amazon’s previous $8 billion investment in Anthropic.
In return, Anthropic is committing to spend more than $100 billion on AWS technologies over the next ten years.
For Anthropic, the deal secures the compute infrastructure needed to keep pace with surging demand for its Claude models. The partnership includes access to current and future generations of Amazon’s Trainium chips, including significant Trainium3 capacity expected to come online this year, as well as tens of millions of Graviton cores. In total, Anthropic will secure up to 5 gigawatts of capacity to train and power its advanced AI models.
Dario Amodei, CEO and co-founder of Anthropic, says the infrastructure commitment is a direct response to Claude’s growing role in how people and businesses work.
“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.”
Meanwhile, Amazon CEO Andy Jassy says the deal validates demand for the firm’s lower-cost and high-performance AI chips.
“Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand. 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.”
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