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Amazon agrees to invest up to $25B in Anthropic, on top of the $8B that it has already invested; Anthropic commits to spend $100B+ on AWS over the next 10 years

Amazon has agreed to invest up to $25 billion in Anthropic, on top of the $8 billion that it's poured into the artificial intelligence startup …

CNBC Ashley Capoot

Discussion

  • @glinden Greg Linden on bluesky
    Looks like another example of Amazon or Microsoft booking their own money as cloud revenue to boost market perception of the growth of their cloud platform.  [embedded post]
  • @rihardjarc Rihard Jarc on x
    And here is the $AMZN Anthropic deal I predicted. $AMZN to invest up to $25B in Anthropic. $5B now at $380B Anthropic market cap. Wow, $AMZN geting a steal here since Anthropic already +$1T in secondaries. Anthropic will bring 1 GW total of Trainium2 and Trainium3 capacity
  • @anthropicai @anthropicai on x
    We're expanding our collaboration with Amazon to secure up to 5 gigawatts of compute for training and deploying Claude. Capacity begins coming online this quarter, with nearly 1 gigawatt expected by the end of 2026.
  • @anthropicai @anthropicai on x
    Amazon is also investing an additional $5 billion in Anthropic today, with up to $20 billion more in the future. Read more: https://www.anthropic.com/...
  • @justjoshinyou13 Josh You on x
    Anthropic is signing nearly 1 GW in *incremental* Trainium compute with this deal, in addition to any 2026 Trainium increases they had previously contracted for. So Anthropic is likely adding several GW in total (vs 1.4 GW EOY 25), consistent with other forecasts I've seen. [imag…
  • @matt_slotnick Matt Slotnick on x
    “we've secured 5 gigawatts for Claude” sounds like a bad startup mad libs joke you'd tell in 2015
  • Julia White Julia White on linkedin
    What makes today's Anthropic announcement meaningful to me isn't just the scale but the partnership it is built on. …
  • r/amzn r on reddit
    Amazon and Anthropic expand strategic collaboration - Looks like $AMZN to $300 is going to become a reality very soon