News & Updates
The latest news and updates from companies in the WLTH portfolio.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. Recommended Videos The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. Recommended Videos The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
Who Kalshi, Polymarket and more are hiring as prediction markets grow
Prediction markets, in which people bet on the likelihood of real-world events via event contracts, have exploded in popularity over the past few years. As institutional players like Citadel Securities are becoming increasingly interested, these firms are starting to ramp up their growth efforts... but who are they hiring? 💥Follow us on WhatsApp for news alerts.💥 For one, prediction markets firms are in the market for staff found at those hedge funds and trading firms interested in trading on it. Peter Wagner, an MD at quant headhunting firm Affinity North, called Kalshi "a new player in the market for elite talent" in a market report last month. Polymarket, meanwhile has mentioned trading firms in multiple job listings; it asked for prop trading experience in an opening for a trade surveillance analyst, and for HFT experience when recruiting for a senior backend engineer. In an opening for a senior C++ engineer, it also asks for specialists in low latency techniques common in hedge funds like lock-free programming and multithreading. There are many hedge fund alums working in these companies already. Last month, Polymarket hired Mukilan Ashok as its interim US CTO; he was most recently global head of electronic trading engineering for credit at Citadel. Kalshi co-founder Tarek Mansour, meanwhile, previously interned at Citadel. Kalshi is also hiring traders on salaries of up to $250k for an affiliated trading entity that provides liquidity to the platform. They're expected to have a consistent PnL on Kalshi, trade large volumes on the platform, or have a strong background in traditional finance, sports betting, or competitive games like poker. Polymarket was reported to be building a similar team as of December. Polymarket, more so than Kalshi, is looking for crypto and web.3 enthusiasts. It uses smart contracts written in Solidity, a language built on the ethereum blockchain. Various blockchain technologies are mentioned across its job listings; it helps to have experience in roll-up technologies like Arbitrum Nova, as well as byzantine fault tolerant (BFT) consensus engines. Blockchain specialists are likely to become of increasing importance at Kalshi, which announced in December that it was tokenizing some of its markets through Solana. Both teams are building out new teams and functions right now. Polymarket says that is has "no existing QA infrastructure," and is hiring a quality assurance engineer to build a team. It's also hiring its first technical program manager. Kalshi, meanwhile, has an open listing for its first product manager, likening the role to a founder (although several people have joined as product managers recently). These firms are still startups, so naturally most of the people joining them are arriving from other startups and scaleups. Dan Lee joined Polymarket's product team from Coinbase, where he spent over four years; Lee was also previously an associate director at electronic trading firm Tower Research. Software Engineer Shen Jin joined last month from Scale AI, but he also spent three years with Robinhood. These teams are still very much in their infancy. In a podcast last month, Kalshi's founders said the fintech has just 120 employees. A now-closed job listing for Polymarket said it had 110 people at the start of this year but would be scaling to 260 people by the end of 2026. As with any exciting new technology, incumbent players are trying to get involved. The biggest fintechs building out prediction markets are Robinhood and Coinbase. The latter entered the space by acquired The Clearing Company, a prediction markets platform led by multiple Polymarket and Kalshi alums including ex-Polymarket head of engineering Liam Kovatch and head of growth Toni Gemayel. Robinhood initially launched its platform in partnership with Kalshi but, earlier this year, it teamed with Susquehanna to acquire MIAXdx, a derivatives exchange that was once upon a time owned by Sam Bankman-Fried's FTX. Have a confidential story, tip, or comment you'd like to share? Contact: WhatsApp: http://wa.me/442079977910 (+44 20 7997 7910), Telegram: @AlexMcMurray, Signal: @AlexMcMurrayEFC.88 Click here to fill in our anonymous form, or email [email protected].
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. Recommended Videos The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
I agree to the Terms and Conditions, Cookie and Privacy Policies, and CASL agreement. Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next 10 years to train and run its Claude chatbot. Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years
Amazon will invest $5 billion immediately as part of the new agreement announced this week by the companies, and up to another $20 billion in the future. Amazon previously invested $8 billion in Anthropic. The partnership will allow Anthropic to secure up to 5 gigawatts of Amazon's Trainium chips to train and power their artificial intelligence models. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy. Amazon said AWS customers will be able to access the full Anthropic-native Claude console from within the AWS cloud platform. Earlier this year, privately-held Anthropic said its valuation grew to $380 billion, positioning itself alongside rivals OpenAI and Elon Musk's rocket maker SpaceX, which recently merged with his AI startup xAI, maker of the chatbot Grok. Renaissance Capital, which researches the potential for initial public offerings, counts Anthropic as third among the most valuable private firms, behind SpaceX and ChatGPT maker OpenAI, valued at $500 billion. Anthropic and Amazon have partnered since 2023 to accelerate generative AI adoption for customers to build, deploy, and scale AI applications. Amazon says 100,000 customers run Anthropic Claude models on AWS. In February, the Trump administration ordered all U.S. agencies to stop using Anthropic's artificial intelligence technology and imposed other major penalties for refusing to allow the U.S. military unrestricted use of its AI technology. In an unusually public clash between the government and the company, President Donald Trump, Defense Secretary Pete Hegseth and other officials took to social media to chastise Anthropic, accusing it of endangering national security. Anthropic CEO Dario Amodei refused to back down over concerns the company's products could be used in ways that would violate its safeguards. Anthropic said it would challenge what it called an unprecedented and legally unsound action "never before publicly applied to an American company." Earlier this month, a federal appeals court refused to block the Pentagon from blacklisting artificial intelligence laboratory Anthropic in a decision that differed from the conclusions reached in another judge's ruling on the same issues. Anthropic is not yet profitable but said in February that it's on track for sales of $14 billion over the next year. Anthropic was founded by ex-OpenAI employees in 2021 and released its first version of Claude in 2023, following OpenAI's ChatGPT debut in late 2022.
Anthropic and Status of AI Data Centers | NextBigFuture.com
Amazon announced an additional $5 billion investment in Anthropic immediately, plus up to $20 billion more in the future (tied to commercial milestones). This brings its total committed capital to as much as $33 billion. The announcement does not specify how much new equity/percentage this adds or the exact structure, but it will increase Amazon's stake further as part of a deepened cloud/AI hardware partnership (Anthropic committed to over $100B spend on AWS over 10 years). There is still a race to build AI Data Centers. There are announced deals but then there are delays and cancellations. Funding can be reduced or fall through. Amazon's Stake (as of April 21, 2026) Prior investment: $8 billion (through 2024). New deal (announced April 20) $5 billion immediately + up to $20 billion more tied to commercial milestones → total committed up to $33 billion. Valuation for the new $5 billion: $350 billion pre-money (not including the new funding), per Anthropic. (This is slightly below the $380 billion post-money valuation from Anthropic's February 2026 Series G round.) Analysts and prior SEC-based calculations put Amazon in the ~15-19% range before this deal (some earlier 2025 filings implied 7.8% at lower valuations, but later rounds and fair-value marks pushed estimates higher). The new $5 billion at $350-380 billion valuation adds roughly 1.3-1.4% of new equity. Post Amazon deal estimate is Amazon will have 16-20% of Anthropic. Google (Alphabet) still has about ~14%. This is based on court filings from the Google antitrust case and has been consistent for over a year. Google's total investment is roughly $3 billion. Nvidia and Microsoft have combined smaller stakes (estimated ~3-5% total together after their recent investments).
Amazon Will Invest Up to $25 Billion More in Anthropic as AI Demand Surges - Decrypt
The AI company secured 5 gigawatts of computing capacity on Amazon's custom Trainium chips. Amazon.com announced an expanded partnership with AI startup Anthropic late Monday, committing up to $25 billion in new investment that includes $5 billion immediately and up to $20 billion more tied to commercial milestones. The deal adds to Amazon's previous $8 billion investment in Anthropic, bringing its total potential stake to $33 billion. In return, Anthropic committed to spending over $100 billion on Amazon Web Services technologies through 2036. The AI company will access up to 5 gigawatts of computing capacity for training and deploying its Claude AI models on Amazon's custom silicon. Anthropic currently uses 1 million AWS Trainium2 chips, and will gain additional Trainium2 and Trainium3 capacity as Amazon brings 1 gigawatt online by the end of 2026. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy, in a 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, as we continue delivering the technology and infrastructure our customers need to build with generative AI." Amazon's latest AI partnership follows its $50 billion contribution to OpenAI's $110 billion funding round two months ago, a deal that valued OpenAI at $730 billion pre-money. The e-commerce giant expects to spend $200 billion on capital expenditures this year, with the majority allocated to AI infrastructure development. Founded in 2021 by former OpenAI researchers and executives, Anthropic has grown its annualized revenue to over $30 billion. The company's Claude AI models compete directly with OpenAI's GPT series and Google's Gemini. Amazon's custom chip roadmap includes the Trainium3 processors released in December 2025 and the upcoming Trainium4, which AWS says will deliver 2 exaflops of performance for FP4 data processing.
Who Kalshi, Polymarket and more are hiring as prediction markets grow
Prediction markets, in which people bet on the likelihood of real-world events via event contracts, have exploded in popularity over the past few years. As institutional players like Citadel Securities are becoming increasingly interested, these firms are starting to ramp up their growth efforts... but who are they hiring? 💥Follow us on WhatsApp for news alerts.💥 For one, prediction markets firms are in the market for staff found at those hedge funds and trading firms interested in trading on it. Peter Wagner, an MD at quant headhunting firm Affinity North, called Kalshi "a new player in the market for elite talent" in a market report last month. Polymarket, meanwhile has mentioned trading firms in multiple job listings; it asked for prop trading experience in an opening for a trade surveillance analyst, and for HFT experience when recruiting for a senior backend engineer. In an opening for a senior C++ engineer, it also asks for specialists in low latency techniques common in hedge funds like lock-free programming and multithreading. There are many hedge fund alums working in these companies already. Last month, Polymarket hired Mukilan Ashok as its interim US CTO; he was most recently global head of electronic trading engineering for credit at Citadel. Kalshi co-founder Tarek Mansour, meanwhile, previously interned at Citadel. Kalshi is also hiring traders on salaries of up to $250k for an affiliated trading entity that provides liquidity to the platform. They're expected to have a consistent PnL on Kalshi, trade large volumes on the platform, or have a strong background in traditional finance, sports betting, or competitive games like poker. Polymarket was reported to be building a similar team as of December. Polymarket, more so than Kalshi, is looking for crypto and web.3 enthusiasts. It uses smart contracts written in Solidity, a language built on the ethereum blockchain. Various blockchain technologies are mentioned across its job listings; it helps to have experience in roll-up technologies like Arbitrum Nova, as well as byzantine fault tolerant (BFT) consensus engines. Blockchain specialists are likely to become of increasing importance at Kalshi, which announced in December that it was tokenizing some of its markets through Solana. Both teams are building out new teams and functions right now. Polymarket says that is has "no existing QA infrastructure," and is hiring a quality assurance engineer to build a team. It's also hiring its first technical program manager. Kalshi, meanwhile, has an open listing for its first product manager, likening the role to a founder (although several people have joined as product managers recently). These firms are still startups, so naturally most of the people joining them are arriving from other startups and scaleups. Dan Lee joined Polymarket's product team from Coinbase, where he spent over four years; Lee was also previously an associate director at electronic trading firm Tower Research. Software Engineer Shen Jin joined last month from Scale AI, but he also spent three years with Robinhood. These teams are still very much in their infancy. In a podcast last month, Kalshi's founders said the fintech has just 120 employees. A now-closed job listing for Polymarket said it had 110 people at the start of this year but would be scaling to 260 people by the end of 2026. As with any exciting new technology, incumbent players are trying to get involved. The biggest fintechs building out prediction markets are Robinhood and Coinbase. The latter entered the space by acquired The Clearing Company, a prediction markets platform led by multiple Polymarket and Kalshi alums including ex-Polymarket head of engineering Liam Kovatch and head of growth Toni Gemayel. Robinhood initially launched its platform in partnership with Kalshi but, earlier this year, it teamed with Susquehanna to acquire MIAXdx, a derivatives exchange that was once upon a time owned by Sam Bankman-Fried's FTX. Have a confidential story, tip, or comment you'd like to share? Contact: WhatsApp: http://wa.me/442079977910 (+44 20 7997 7910), Telegram: @AlexMcMurray, Signal: @AlexMcMurrayEFC.88 Click here to fill in our anonymous form, or email [email protected].
Amazon Will Invest Up to $25 Billion More in Anthropic as AI Demand Surges - Decrypt
The AI company secured 5 gigawatts of computing capacity on Amazon's custom Trainium chips. Amazon.com announced an expanded partnership with AI startup Anthropic late Monday, committing up to $25 billion in new investment that includes $5 billion immediately and up to $20 billion more tied to commercial milestones. The deal adds to Amazon's previous $8 billion investment in Anthropic, bringing its total potential stake to $33 billion. In return, Anthropic committed to spending over $100 billion on Amazon Web Services technologies through 2036. The AI company will access up to 5 gigawatts of computing capacity for training and deploying its Claude AI models on Amazon's custom silicon. Anthropic currently uses 1 million AWS Trainium2 chips, and will gain additional Trainium2 and Trainium3 capacity as Amazon brings 1 gigawatt online by the end of 2026. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Amazon CEO Andy Jassy, in a 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, as we continue delivering the technology and infrastructure our customers need to build with generative AI." Amazon's latest AI partnership follows its $50 billion contribution to OpenAI's $110 billion funding round two months ago, a deal that valued OpenAI at $730 billion pre-money. The e-commerce giant expects to spend $200 billion on capital expenditures this year, with the majority allocated to AI infrastructure development. Founded in 2021 by former OpenAI researchers and executives, Anthropic has grown its annualized revenue to over $30 billion. The company's Claude AI models compete directly with OpenAI's GPT series and Google's Gemini. Amazon's custom chip roadmap includes the Trainium3 processors released in December 2025 and the upcoming Trainium4, which AWS says will deliver 2 exaflops of performance for FP4 data processing.
Vandenberg rocket launch today. Where, when to see SpaceX liftoff
Here's what to know about the upcoming SpaceX rocket launch from Vandenberg in Santa Barbara County, as well as where to watch it. Three days since the last California rocket launch, yet another SpaceX Falcon 9 is due to get off the ground from the Vandenberg Space Force Base. And once again, it'll be a mission to deliver the spaceflight company's Starlink broadband internet satellites to Earth orbit. Want to catch a sight of the 230-foot-tall rocket as it lifts off and thunders into the sky? Plenty of places around Southern California are popular among spectators. Just keep in mind that postponements due to weather or issues with rockets are common with spaceflight. Check back with the VC Star for any updates on the impending launch. In the meantime, here's what to know about the upcoming SpaceX rocket launch from Vandenberg in Santa Barbara County, as well as where to watch it. Is there a rocket launch today? Next mission from Vandenberg in California SpaceX is working toward a Wednesday, April 22, launch from Southern California, with a four-hour launch window opening at 7 p.m. PT. A Federal Aviation Administration operations plan advisory suggests a backup opportunity is available the next day if the launch were to be postponed. Where is the next launch from California? What to know about trajectory The launch will take place from Space Launch Complex 4-East (SLC-4E) at the Vandenberg Space Force Base in Santa Barbara County. As has become typical in 2026, the rocket will fly at a southern trajectory. What is launching from Vandenberg? SpaceX to deploy Starlink satellites SpaceX will launch its famous two-stage 230-foot Falcon 9 rocket, one of the world's most active, to deliver 25 Starlink satellites into low-Earth orbit, an altitude nearer Earth's atmosphere where they're able to circle the planet quickly. Where to watch California rocket launches in Santa Barbara County Because Vandenberg is an active military base, the launch complex does not host public viewings of launches. But if conditions are clear, rocket launches from the Vandenberg Space Force Base can be viewed from several locations as far as Santa Barbara and Los Angeles. Space Launch Schedule, a website dedicated to tracking upcoming rocket launches, provided a list of places in Santa Barbara County in California to catch the launch in person: * 13th Street and Arguello Boulevard, a public site with the closest views of SpaceX launches * Floradale Avenue and West Ocean Avenue, officially designated as the "viewing site for SLC-6" (space launch complex-6) * Renwick Avenue and West Ocean Avenue, another intersection close to the base where spectators can park * Santa Lucia Canyon Road and Victory Road, provides a partial view of Complex 4. The city of Lompoc in Santa Barbara County is filled with places to catch a rocket launch. The city's tourism bureau, Explore Lompoc, maintains this list with additional viewing locations: * Ocean Park, 6851 Ocean Park Road, Lompoc, which, while it doesn't have a view of the launch pad itself, is located only four miles from the launch site and provides a good vantage to see rockets get off the ground. Parking is limited, and law enforcement will close the road to the beach once parking is full. * Allan Hancock College, 1 Hancock Drive, Lompoc, a community college located nine miles from the launch site where the launch pad and rocket's tip can be seen before liftoff. * Riverbend Park, N A Street and McLaughlin Road, Lompoc, located within 10 miles of the launch site, is filled with large fields for activities or for spectators to set up chairs. * Surf Beach on Ocean Avenue, one of the closest and most popular places to watch rocket launches near Lompoc, as long as it's open and accessible. But a word of caution: There is an active train track, the Amtrak Surf Station, that visitors must cross. While trains don't run during launch windows, the vehicles could start up again with little warning if a liftoff is scrubbed. Where to watch California rocket launches in Ventura County Visit Ventura, the tourism bureau in Ventura County, provided a list to the USA TODAY Network of suggested locations to see a rocket launch from the county: * Ventura Pier, 750 E. Harbor Blvd, is known as the oldest pier in all of California. * Emma Wood State Beach, located on the Santa Barbara Channel south of U.S. 101. * Serra Cross Park at Grant Park, located just above San Buenaventura City Hall, 501 Poli St., Ventura, offers a panoramic seascape view. * San Buenaventura State Beach, 901 San Pedro St., Ventura, located adjacent to the Ventura Pier. * Cemetery Memorial Park, Main Street and South Crimea Street, Ventura Where to watch California rocket launches in San Luis Obispo County SLO CAL, a countywide destination marketing and management organization, maintains a list of its recommended best locations to watch a rocket launch in San Luis Obispo County to the north of the launch site: * Avila Beach, located off U.S. 101, has a variety of restaurants and shops for those looking to make a day of their rocket-viewing plans. * Pismo Beach, a city with a vibrant downtown stretch located just 38 miles away from Vandenberg * Shell Beach, a neighborhood in Pismo Beach that is home to several parks, including Eldwayen Ocean Park and Margo Dodd Park, both on Ocean Boulevard; and Dinosaur Caves Park (2701 Price St.) that are mostly dog-friendly and open to the public * Oceano Dunes, the closest place to view launches from the county with open spaces along the ocean allowing full visibility of the sky * Morro Strand State Beach, a three-mile stretch between the coastal city Morro Bay and the town of Cayucos. Cayucos' south-facing beaches should have great views of Vandenberg. Other cities in California where rockets may be visible Other cities in California where you might glimpse the Falcon 9 rocket soaring overhead - particularly after sunset and before sunrise - as it climbs into the sky on a southern trajectory include: * Long Beach, a city popular with tourists known for its waterfront attractions, located about 180 south of the launch site along the southern coast of California * Lake Forest, located about 200 miles south of the launch site along the southern coast of California * San Diego, located about 280 miles south of the launch site along the southern coast of California * Merced, located more than 200 miles north of Vandenberg in the San Joaquin Valley * Hesperia, a town surrounded by the Mojave Desert located more than 200 miles east of the launch site * Anaheim, where Disneyland is located, located less than 200 miles southeast of the launch site Will there be sonic booms? Residents of Santa Barbara County, San Luis Obispo County and Ventura County often stand to be the most likely to hear sonic booms, SpaceX said. The sonic booms - brief, thunder-like noises that are often heard from the ground when a spacecraft or aircraft travels faster than the speed of sound - could last for up to 10 minutes after liftoff, Vandenberg has added. "Areas local to Vandenberg Space Force Base will hear the initial low rumble of take-off," Vandenberg has also said. What to know about booster re-entry Following the launch, the Falcon 9 rocket's booster will aim to land on a SpaceX drone ship, nicknamed "Of Course I Still Love You," in the Pacific Ocean. This allows for SpaceX personnel to recover the booster so it can be reused in future spaceflights. Does Elon Musk own SpaceX? What to know about rocket company SpaceX is the commercial spaceflight company that billionaire Elon Musk, the world's richest man, founded in 2002 and leads as the CEO. SpaceX is headquartered at Starbase in South Texas near the U.S.-Mexico border. The site, which is where SpaceX has been conducting routine flight tests of its 400-foot megarocket known as Starship, was recently voted by residents to become its own city. As a major government contractor, SpaceX serves as the launch service provider for a variety of government missions both civil and military. For the Department of Defense, SpaceX's Falcon 9 helps launch classified satellites and other payloads into space. And for NASA, Falcon 9 most often helps propel astronauts to the International Space Station on SpaceX's Dragon crew capsule - the only U.S vehicle capable of carrying NASA astronauts to orbit. What is Starlink? Starlink is SpaceX's internet satellite business. With more than 10,000 satellites in its growing orbital constellation, Starlink has become a lucrative part of Musk's business empire, serving millions of customers around the world. SpaceX, which bills itself as the only satellite internet provider with its own reusable rocket capable of deploying the technology, has spent years delivering the satellites to orbit with a regular cadence of rocket launches from Florida and California. Starlink satellites operate from low-Earth orbit, about 341 miles up, which is much closer to Earth's atmosphere than other satellites. That not only allows Starlink satellites to offer high connection speeds than satellites further out in space, but to reach rural areas and regions where internet service is not readily accessible. What is the Vandenberg Space Force Base in California? The Vandenberg Space Force Base is a rocket launch site in Santa Barbara County in Southern California. Established in 1941, the site was previously known as the Vandenberg Air Force Base. Though it's a military base, the site also hosts both civil and commercial space launches for entities like NASA and SpaceX. Space Launch Delta 30, a unit of Space Force, is responsible for managing the launch operations at Vandenberg, as well as the missile tests that take place at the base. Eric Lagatta is the Space Connect reporter for the USA TODAY Network. Reach him at [email protected]
What Wall Street is saying about Amazon's deepening ties with Anthropic
Amazon (AMZN) and Anthropic (ANTH.PVT) are even more tied at the hip as both seek supremacy in the race to build out artificial intelligence infrastructure. The ties between Amazon and Anthropic deepen: Amazon Web Services (AWS), Amazon's cloud computing business, has committed to supplying Anthropic with up to 5 gigawatts of capacity across Trainium 2, 3, and 4+ chips. Anthropic said it would spend $100 billion-plus on AWS over the next 10 years. Additionally, Amazon announced plans to invest an incremental $5 billion, and up to an additional $20 billion tied to commercial milestones, into Anthropic. Amazon previously invested $8 billion into Anthropic in late 2023. What Wall Street is saying about the Amazon-Anthropic relationship: Wall Street is banking on a big boost in AWS's growth rate in the coming quarters, fueled by Anthropic's computing needs and those of others playing in the AI boom. "We are incrementally positive on our AWS revenue projections, whereby we project AWS revenue growth of +37% year over year in 2027, which includes a conservative projection of $31 billion in Anthropic revenue, particularly given Anthropic's $30 billion annual revenue rate as of late March and its 100,000 plus customers building with Claude on AWS," Citi analyst Ron Josey wrote in a note. The tone is similar at KeyBanc. "We believe AWS [Amazon Web Services] is benefiting from a combination of capacity gains, AI diffusion, and client expansion," KeyBanc analyst Justin Patterson wrote in a note on Monday. "Anthropic has been a long-standing AWS customer, and its rapid growth in annual recurring revenue (from $9 billion in December 2025 to $30 billion in early April 2026) provides a meaningful tailwind to AWS growth (we assume AWS is about 60% of Anthropic spend)." What Yahoo Finance is hearing about Amazon's stock right now: It's hard to find a bear on Amazon at the moment, especially as the stock has roared 21% over the past month. So here is the general vibe on Amazon from the bull community: "I think that Amazon really chose the right horse to back in the AI races. Amazon and Anthropic are sort of directly in competition with the Microsoft and OpenAI partnership, and I think right now AWS and Anthropic are winning that battle," Sevens Report Research founder Tom Essaye said on Yahoo Finance's Opening Bid (see video above). "This [Anthropic] has injected a massive stimulus into that AWS business and it's only continuing to grow. So look, it's not like as Anthropic goes Amazon goes, but Anthropic is providing an important boost."
Trump says Anthropic is 'shaping up', open to Pentagon deal
WASHINGTON: US president Donald Trump said today Anthropic was "shaping up" in the eyes of his administration, opening the door for the AI company to reverse its blacklisting at the Pentagon. Trump directed the government in February to stop working with Anthropic. The Pentagon followed up by declaring the firm a supply-chain risk, dealing a major blow to the artificial intelligence lab after a showdown over guardrails for how the military could use its AI tools. The company disputes that characterisation and filed suit against the defense department in March over the determination. Anthropic CEO Dario Amodei met with White House officials last week to attempt to repair the relationship. The White House called the meeting productive and constructive. "They came to the White House a few days ago, and we had some very good talks with them," Trump told CNBC's "Squawk Box" on Tuesday. "And I think they're shaping up. They're very smart, and I think they can be of great use. I like smart people ... I think we'll get along with them just fine," he said. When asked if a deal was on the horizon with the Pentagon, Trump said, "It's possible. We want the smartest people". Anthropic, asked for comment, referred to its Friday statement describing its White House meeting as productive and focused on how the two "can work together on key shared priorities such as cybersecurity, America's lead in the AI race, and AI safety". The apparent rapprochement comes weeks after Anthropic unveiled Mythos, its most advanced AI tool, with a potentially unprecedented ability to identify cybersecurity vulnerabilities and devise ways to exploit them, experts have said. Anthropic has said Claude Mythos Preview will not be made generally available. Instead, the company announced Project Glasswing, in which it invited major tech companies, cybersecurity vendors and US bank JPMorgan Chase, along with several dozen other organisations, to privately evaluate the model and prepare defenses accordingly. Anthropic Co-founder Jack Clark said last week the firm was discussing its frontier AI model Mythos with the Trump administration without providing details.
Amazon Stock Rises After $25B Anthropic Deal Locks In $100B AWS Spend
The AI startup commits more than $100 billion to AWS over 10 years and secures 5 gigawatts of compute capacity to train Claude Amazon shares rose about 2.8% to $255.26 in premarket trading Tuesday, April 21, after the company said it will invest up to $25 billion more into Anthropic. Amazon has already invested $8 billion in the artificial intelligence startup, bringing its total commitment to as much as $33 billion. The deal announced Monday, April 20, includes $5 billion upfront at Anthropic's latest valuation of about $380 billion, with up to $20 billion in additional funding tied to commercial milestones. In return, Anthropic said it will spend more than $100 billion on Amazon Web Services over the next decade, securing up to 5 gigawatts of compute capacity on Amazon's Trainium chips to train and run its Claude models. "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, as we continue delivering the technology and infrastructure customers need to build with generative AI," Amazon CEO Andy Jassy said in the announcement. Anthropic said the expanded agreement reflects a deeper alignment on long term infrastructure. "This expanded partnership reflects our shared commitment to building reliable and scalable AI systems," the company said in its announcement. The structure of the deal underscores how leading AI partnerships are shifting toward long term compute agreements tied to equity investment. Rather than a traditional venture bet, the arrangement secures future demand for Amazon's data centers and custom chips at a time when access to high performance compute remains constrained. Anthropic said it has secured capacity across current and future generations of Trainium chips, with nearly 1 gigawatt of Trainium2 and Trainium3 infrastructure expected to come online by the end of the year. The agreement also extends to future chips, including Trainium4, which Amazon has not yet released. The partnership strengthens Amazon's position as a core infrastructure provider for advanced AI development. Anthropic will continue to use other cloud providers, but the scale of this agreement makes Amazon its largest partner by long term commitment. The market reaction reflects growing investor focus on long term AI driven revenue visibility. By tying capital investment to a decade long cloud spending commitment, Amazon effectively secures a significant stream of high margin infrastructure demand linked to one of the most prominent AI developers. The announcement comes as competition for AI compute intensifies, with companies increasingly locking in capacity years ahead to support model training and deployment at scale. Amazon reports first quarter earnings on April 29. Analysts expect continued strength across e commerce, cloud computing, and advertising.
