Amazon is ramping up its investments in artificial intelligence by deepening its partnership with Anthropic, as cloud providers increase their compute capacity for large language models.
The tech giant has committed to investing an additional $25 billion in Anthropic, on top of its previous $8 billion pledge. This new agreement includes an initial investment of $5 billion, with up to $20 billion tied to commercial milestones, valuing Anthropic at $380 billion.
Anthropic, in turn, will invest over $100 billion over the next decade in Amazon Web Services infrastructure. This partnership will involve utilizing various generations of Amazon’s Trainium chips, including Trainium2, Trainium3, and future iterations, along with millions of Graviton processor cores.
To support the training and deployment of its Claude models, Amazon has secured access to up to 5 gigawatts of compute capacity. This capacity will be used for both model training and inference workloads, with a significant portion dedicated to training using large-scale compute clusters.
The collaboration also includes expanded inference capacity in Asia and Europe to cater to deployments outside the US. Anthropic’s models are currently being used by over 100,000 customers on AWS, with the Claude family (Opus, Sonnet, and Haiku) running on Amazon Bedrock.
This agreement is part of Amazon’s broader AI infrastructure expansion, aligning with its plans to invest around $200 billion in capital expenditures this year. This move complements Amazon’s previous commitment to invest up to $50 billion in OpenAI.
Enterprise adoption of Anthropic’s models has surged, putting pressure on its infrastructure. This has led to constraints in compute capacity, prompting the expanded partnership with Amazon. Examples of enterprise deployments include Lyft and Pfizer, which have seen significant benefits from using Claude models.
Founded by former OpenAI researchers in 2021, Anthropic has become a key player in the AI space, with a focus on enterprise deployments. The company maintains multi-cloud partnerships, including agreements with Microsoft and Google, while continuing to deepen its relationship with AWS.
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