Anthropic and Amazon have agreed to a new deal that will see the Claude AI model developer acquire a significant amount of compute capacity — while receiving further investment from the tech giant.
The “strategic collaboration,” revealed in a statement on April 20, marks a major expansion of a partnership first formed in 2023 that continues to gain momentum.
Anthropic has committed to spending more than $100 billion over the next 10 years to secure AWS technologies, including up to 5 gigawatts to train and run Claude. About 20% of that — 1 gigawatt — is expected to be delivered by the end of the year.
At the same time, Amazon will invest $5 billion in Anthropic immediately, with $20 billion more to follow in the future. The initial investment is at Anthropic’s current valuation of $380 billion, and builds on the $8 billion that Amazon has invested previously.
Initially, Anthropic use Amazon’s custom Trainium 2 chips, with Trainium 3 available by the end of the year and Trainium 4 further down the line. The company also has the option to buy future generations of Amazon chips when they become available.
The deal rubberstamps Amazon’s attempts to position its chips as alternatives to Nvidia’s dominant GPUs.
“Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand, Amazon CEO Andy Jassy said in the statement. “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.”
Anthropic’s demand for capacity is attributed to the increasing adoption of Claude by enterprise customers, developers and consumers alike, which has seen the generative AI vendor’s revenue run-rate soar to more than $30 billion from $9 billion at the end of 2025. However, this has come at a cost, with the vendor acknowledging that performance and reliability have been affected, with outages at peak times.
The Amazon deal is an effort to address this, CEO Dario Amodei said in the statement.
Claude is available on the world’s three largest cloud platforms: AWS, Google Cloud and Microsoft Azure.
This latest deal comes just two weeks after Anthropic secured additional multiple gigawatt capacity through an agreement with Google and Broadcom.
That followed a deal with Microsoft in November that saw the tech giant commit to investing $5 billion in Anthropic.
