Amazon is investing an additional $5 billion in Anthropic, with the potential for up to $20 billion more tied to commercial milestones, the companies recently announced. The latest funding brings is in addition to the $8 billion that Amazon has previously invested in the company behind the Claude chatbot.
As part of the expanded collaboration, Anthropic has committed to spending more than $100 billion on Amazon Web Services technologies over the next ten years. This includes securing up to 5 gigawatts of capacity using current and future generations of Amazon’s custom Trainium chips to train and power its AI models. The agreement covers Trainium2, Trainium3 – expected later this year, and future iterations, as per the official announcement by Amazon.
Anthropic will also use tens of millions of Graviton cores, Amazon’s widely adopted CPU chip. Both Trainium and Graviton are used by more than 100,000 AWS customers, according to Amazon.
The companies said Anthropic’s Claude Platform will now be accessible directly through AWS, allowing customers to use the full Anthropic developer experience without managing separate credentials or billing. Amazon says over 100,000 organisations already run Claude models on Amazon Bedrock, Amazon’s managed AI service.
The collaboration includes Project Rainier, described as one of the world’s largest AI compute clusters with nearly half a million Trainium2 chips. Anthropic says it is actively using the cluster to train and deploy Claude models.
The investment announcement follows Anthropic’s disclosure earlier this month that it tripled quarterly annualised revenue to over $30 billion. Amodei also met with US officials at the White House last week to discuss “opportunities for collaboration” and “shared approaches” to challenges in scaling AI technology, according to an AFP report on the matter. The meeting marked a shift in tone from earlier this year, when the Pentagon added Anthropic to a list of firms posing a “supply chain risk” after the company refused unconditional military use of its Claude models.