
Anthropic has just landed a multi-Gigawatt deal with Amazon, where it would train & deploy its Claude models on Trainium chips through 2026.
Amazon Is Investing Over $20B in Anthropic, While Also Supplying 6GW of Trainum Chips To Anthropic
Last week, Anthropic launched its Claude Opus 4.7 models, bringing faster AI capabilities such as Agentic workflows. Today, Anthropic announced that it is collaborating with Amazon to secure additional capacity for its AI models.
The new deal will give Anthropic access to multi-Gigawatt worth of compute capacity. For the first half of 2026, Anthropic will secure up to 5GW of compute capacity for training and deploying Claude. These will mainly include Amazon's Trainium2 capacity. Anthropic will further install an additional 1GW capacity featuring both Trainium2 and Trainium3 chips by the end of 2026.
We have signed a new agreement with Amazon that will deepen our existing partnership and secure up to 5 gigawatts (GW) of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of this year and nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026.
We have worked closely with Amazon since 2023 and over 100,000 customers now run Claude on Amazon Bedrock. Together we launched Project Rainier, one of the largest compute clusters in the world, and we currently use over one million Trainium2 chips to train and serve Claude. Today's agreement expands our collaboration in three ways.
Anthropic
Anthropic already uses over a million Trainium2 chips to train and serve its Claude models at Project Rainer, one of the largest compute clusters in the world. With the renewed agreement, this project is seeing a massive overhaul. This also aligns with Amazon CEO's recent statement that Graviton and Trainium demand is booming in the AI sector. Anthropic is also rumored to utilize AMD's MI450 AI accelerators.
Just in terms of cost, Anthropic is committing over $100 billion over the next 10 years to Amazon's AWS technology services. The expansion plan spans various Amazon chips such as Trainium2, Trainium3, and Trainium4. Anthropic will also have the option to purchase future generations of Amazon's custom silicon as they are deployed.
The deal also helps Anthropic to meet the growing needs of its Claude customer base in other regions such as Asia and Europe.
Besides the deployment of Trainium chips, Amazon is also investing $5 billion in Anthropic today, and an additional $20 billion is planned in the future. This builds on the $8 billion Amazon has already invested in the firm.
Coming back to its Claude Opus 4.7 models, Anthropic has stated that while the new AI model is not as capable as the Mythos preview, the new Opus model is being used to test the cybersecurity capabilities & will be used as a test before broadly deploying Mythos.
Recently, there have been reports that the NSA has been using Claude Mythos despite being tagged as a "supply chain risk". NSA will be among the 40 or so organizations that have been given access to Mythos in its preview state.
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