Amazon earmarks up to $25B Anthropic investment

Amazon plans to invest up to $25 billion in Anthropic as the pair deepen a partnership focussed on ramping large scale compute infrastructure for generative AI (genAI).

The deal includes an initial $5 billion investment, with a further $20 billion contingent on commercial milestones. The commitment adds to the $8 billion Amazon has already invested in the AI company.

As part of the agreement, Anthropic will spend more than $100 billion over the next decade on the tech giant's cloud platform Amazon Web Services (AWS), securing up to 5 gigawatts of compute power using Amazon's Trainium chips to train and run its AI models.

AWS will also integrate Anthropic's AI platform, enabling customers to access Claude directly. The companies explained this would simplify deployment, billing and security for enterprises building AI applications.

In addition, the deal will support their joint infrastructure initiative Project Rainier, one of the world's largest AI compute clusters featuring nearly half a million Trainium2 chips. The tie-up also includes plans to expand AI inference capabilities across Europe and Asia.

Anthropic CEO Dario Amodei said the partnership is critical to keeping up with usage. "Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growing demand," he explained.

Meanwhile, Amazon CEO Andy Jassy noted 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".

Big bucks

The cloud giant indicated it expects around $200 billion in capex this year, largely focused on AI and data centre expansion. Indeed, Amazon's latest investment underscores a push to secure tie-ups across the AI ecosystem, as the company reportedly invested $50 billion in ChatGPT-maker OpenAI earlier this month.

Separately, Amazon also revealed it invested more than $340 billion in the US in 2025. In its annual Economic Impact Report, the company said the sum was spent on infrastructure and employee compensation across all 50 states as part of wider efforts to support job creation and economic growth.

Since 2010, the company claims it has contributed $1.8 trillion to the US economy.